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CFP®, CEPA®, ChFC®, CLU®, RICP®, CLTC®
Brett Bringuel established Cast Ahead Wealth Management® in 2020 after more than two decades with three corporate investment firms. He created an independent practice to give clients greater flexibility and guidance centered on their individual needs.
His interest in investing began at age 19 while working at Walmart and buying company stock. That interest led to an internship at Dean Witter during college. After seeing several family members lose their jobs when an airline closed, he came to appreciate the importance of preparing for unexpected events and chose to study finance at Georgia State University.
Brett views his role as coordinating the different parts of a client’s financial life. He helps clients connect portfolio management with retirement income, protection, education, and wealth-transfer goals, drawing on outside professionals when needed. His affiliations with LPL Financial and Integrated Financial Group provide additional resources and a network of independent advisors.
Brett holds the CFP®, CEPA®, ChFC®, CLU®, RICP®, and CLTC® designations. His client relationships extend from the Atlanta area to families across the United States.
Brett and Paula live in Fayetteville, Georgia, and have three grown children. Outside the office, Brett enjoys fishing, boating, participating in his church, and supporting Georgia State athletics with his family.
21 Eastbrook Bend, Suite 106, Peachtree City, GA 30269
CFP®, CEPA®, ChFC®, CLU®, RICP®, CLTC®
Helping you find clarity, peace, and financial freedom. Independent financial guidance for families and business owners.
21 Eastbrook Bend, Suite 106, Peachtree City, GA 30269
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Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through IFG Advisory, LLC, a registered investment advisor.
Integrated Financial Group, IFG Advisory, LLC, and Cast Ahead Wealth Management® are separate entities from LPL Financial.
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