Brett Walters, CFP®

FOUNDER & PRINCIPAL

 

PROFESSIONAL

By partnering with Brett as your trusted advisor, you gain access to a financial planner with a strong and unique academic and professional background. His advisory career began after completing college at the University of Colorado - Denver where he earned a degree, with honors, in finance. Later, he earned the Certified Financial Planner™ certification to continue to develop professionally. Brett's professional experience includes serving in the role of financial advisor within a large national firm as well as at an independent, boutique planning firm. Today,  he has the pleasure to serve you as an independent advisor and founder of Trident Financial Planning, LLC.


SERVICE

Brett's path through life has been nontraditional and service oriented. After graduating high school, he set out for a challenge and ultimately joined the U.S. military ranks in the Navy SEAL teams. In the presence of heroes, Brett served five years, including two overseas deployments. This unparalleled experience taught him innumerable lessons. Chief among them include discipline, attention to detail, diligence, and perseverance. These are but a few qualities he shares with his clients.

I served my country proudly at an elite level. I bring the same mindset and dedication to serving my clients.
— Brett Walters, CFP®

 

Family

Often, Brett feels like the wealthiest man in the world, but he doesn't measure this feeling by luxury or extravagance. Instead, Brett measures his abundance by something more valuable. He has a beautiful, happy family with whom spending time is his favorite activity. Together, they live in a comfortable house in the fantastic Rocky Mountain foothills. Brett's passion is improving the lives of others. He is thankful to have the pleasure of being able to do so through such a rewarding career, with just enough spare time to combine his favorite activity with snowboarding, biking, fly-fishing, and everything else Colorado has to offer. 

Wealth consists not in having great possessions, but in having few wants.
— Epictetus