portrait of Bret L Reiner

About Bret

Like most seniors in high school, I was unsure of my future career path. I knew I was going to college but wasn’t sure what I would study. A stockbroker gave a presentation about his career and while I don't remember the content of his talk, I knew that I wanted to be a financial advisor. As a financial advisor, I learn about my clients and what is most important to them, help them create a strategy to achieve their goals and celebrate the milestones along the way.

After college, I began working at a bank and expected to move into...

Focus Areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings

Work History

  • Edward JonesJanuary 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oregon State UniversityBachelor of Science

Team Members

  • Migon Fleming
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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