Brett Skloff | Financial Planner
Contact Information
Mobile. 617.340.2804 Office. 617.526.8290
bskloff@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
CFP, AWMA
Brett joined Commonwealth Financial Group in 2019, after working at UBS financial services in New York city. Brett graduated from Indiana university in 2016, with bachelor’s degrees in Economics and Psychology. Brett has also received the CFP and AWMA designations and holds his FINRA series 7 and 66 licenses.
Brett has spent the last few years in New York working solely on financial plans with UBS Financial Services. In addition to supporting the financial planning, retirement planning, and wealth management needs of clients, Brett has worked hard to develop his knowledge professionally and earned the CFP® and AWMA® designations. In joining our practice, Brett will allow us to broaden and deepen the financial planning experience we offer to our clients.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.