Gary Brewton, CFP®, AIFA®, QPFC
Wealth Advisor
Gary Brewton is a Certified Financial Planner™ practitioner living in the Green Bay area. Not only does Gary maintain the CFP® designation but he also maintains the Accredited Investment Fiduciary Analyst and the Qualified Plan Financial Consultant designations. He currently serves clients in throughout Wisconsin but also serves clients across the United States. Gary is a managing partner and the CIO or Titletown Wealth Management.
Since 2004, Gary has been assisting successful individuals and families to preserve, grow, and distribute their wealth through various stages of their lives. He accomplishes this with comprehensive financial planning and a goal based, risk managed approach. He received his bachelor’s degree from Pittsburg State University. His passion for learning did not end there. He continues his studies in various Wealth Management and planning courses.
Gary is an active member of his community, supporting various organizations including Make-A-Wish Foundation, March of Dimes, and the TTTS Foundation.
Gary enjoys spending time with his wife and three boys. His hobbies include various outdoor activities such as rock climbing, whitewater rafting, and camping.
“Investors have many options in our industry. It is our goal to provide clarity and transparency. We are confident that our process differentiates us from anyone else in the industry. It is our fiduciary responsibility to follow the prudent processes maintained by Fi360 and the Centre of Fiduciary Excellence. Our CEFEX certification assures clients of our adherence the these standards long before that initial investment is made.”
AREAS OF EXPERTISE:
- Fiduciary and advisory services
- Financial planning
- Insurance strategies
- Fee Only Investment management
REGISTRATIONS, LICENSES & CERTIFICATIONS:
- Wisconsin life and health insurance licensed
- Certified Financial Planner™ certification
- Qualified Plan Financial Consultant (QPFC)
- Accredited Investment Fiduciary Analyst™