Brett K. Fellows

Retirement planning for CRNAs • Investopedia Top 100 Advisor

Role
Certified Financial Planner at Oak Capital Advisors, Llc
Location
Charleston, SC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brett K. Fellows

You’ve dedicated your life to your career. How do you use it to fund your…

Experience

  1. Certified Financial Planner

    Oak Capital Advisors, Llc

    Jul 2005 — Present

    Oak Capital Advisors is an independent, fee-only Registered Investment Advisor specializing in retirement planning for business owners. Our experience and expertise make us uniquely qualified to address the financial planning needs of business owners transitioning to the next stage of life–whether that’s full retirement or a version of it. If you’re ready to start planning for your future, we can help you identify your retirement goals and design a path to get you there by giving you the investment, tax, and risk management strategies you need.

Education

  • Bentley University

    Bachelor of Science

    1990 — 1994

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Brett K. Fellows — Certified Financial Planner at Oak Capital Advisors, Llc in Charleston, SC, US | Unifers