Connie Brezik

About Connie Brezik

As an advisor transition coach, Connie cherishes the opportunity to coach Focus Partners…

Experience

1. Advisor Transition Coach

   Focus Partners

   Jun 2024 — Present

   Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future-whether that\'s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients\' values, goals, motivations, and priorities at the heart of everything we do.Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

Education

• University of Wyoming

  B.A. Accounting, Accounting

  1975 — 1979

Skills

• Personal Finance
• Financial Planners
• 401k
• Wealth Management
• Estate Planning
• Personal Financial Planning
• Cpa
• Investment Management
• Investments
• Asset Managment
• Estate Tax Planning
• Tax
• High Net Worth Individuals
• Wealth
• Investment Advisory
• Asset Allocation
• Financial Advisory
• Retirement
• Strategic Financial Planning
• Retirement Planning