Brett Heaton Juarez

Wealth Management Advisor @Northwestern Mutual

Milwaukee, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2014 — Present

Wealth Management Advisor @Northwestern Mutual

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Fiduciary financial planning for people, businesses, and nonprofits

EDUCATION

2004 — 2008

University of Illinois Urbana-Champaign

Bachelor of Arts, History: Secondary Education

2016 — 2018

The American College of Financial Services

Certified Financial Planner

2012 — 2017

University of Wisconsin-Milwaukee

Master's degree, Educational Psychology: Learning and Development

ABOUT BRETT HEATON JUAREZ

I wrote my book to share stories about money, not more statistics. Author and speaker through Change from Your Dollars, LLC. Certified Financial Planner to people, families, businesses and nonprofits nationwide. Money is everywhere. Even when we can’t see it, its effects can be felt: abundance and scarcity, sharing and leverage, faith and fear. I wrote Change From Your Dollars not to give specific personal finance advice, but to help people like you start a conversation about the role money plays in their own lives, and to empower readers to seize the opportunities that follow smart decision-making. Between these pages, you’ll find a personal account of my own journey to financial freedom, including the good, the bad, and the ugly — and all the hard lessons I learned along the way. I want to help you connect the dots between messy feelings, in your head, in the news, and in your bank account. Consider this your personal invitation to look in the mirror and reflect on your relationship with money. Then create your own story of triumph around money and make a positive impact.

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Brett Heaton Juarez — Wealth Management Advisor at Northwestern Mutual in Milwaukee, WI, US | Unifers