Brett Robbins, Financial Advisor
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies
  • Intergenerational Planning

About Brett

Bringing clarity and confidence to my client's lives is what energizes and drives the work I do. My team partners with those who aspire for financial security and to enhance the lives of those around them.

No two situations are the same, each coming with their own intricacies and challenges. Unique knowledge and tools are needed to bring the valued solutions that each situation deserves. Our teams' talents and experiences have led us to focus in two primary areas:

- Business owners, particularly in the health and wellness sector, who are community minded and looking for solutions to take care of...

Work History

  • Edward JonesSeptember 2021 to Current
  • Matheus Lumber CompanyJune 2019 to June 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Boise State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Fishing
  • Outdoor Enthusiast
  • Health & Nutrition

Team Members

  • Sarah Wall
    Sr. Branch Office Administrator
  • Michelle Fox
    Branch Office Administrator

Send Me a Message

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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 - 04:00PM
Sat Closed
Sun Closed

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