With a passion for guiding individuals towards financial success, Brett Valentine is a dedicated financial advisor. Specializing in crafting comprehensive financial plans, Brett excels in helping clients achieve their financial goals through the proven 7-step Financial Plan process. Brett holds licenses including Series 7, 65 and 63 Securities Licenses, and Oklahoma State Insurance licenses. A proud graduate of the University of Oklahoma, Brett has also completed the College of Financial Planning Education, honing his expertise in the field.
Beyond their professional pursuits, Brett finds immense joy in his family life, cherishing time with his wife and son. Actively involved in the church, Brett values faith, community, and service. In his leisure time, Brett embraces quality time with loved ones, the outdoors, and traveling. The commitment to serving others with genuine care defines Brett's approach to financial planning.