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Photo of Brett Mountain
Brett Mountain
Associate
949-835-4001

About Brett Mountain

Helping people achieve financial freedom and clarity is our passion and it is what drives us each and every day. My wife Ashley and I run a joint practice where we have the pleasure of working with individuals, families and businesses to establish plans that help them build, protect and distribute their wealth by addressing the following: • Retirement Planning • Cash Flow & Debt Payoff Strategies • College & Education Planning • Investment Management • Risk Management & Insurance Planning • Tax Strategies • Legacy Strategies Ashley and I were married last year. We enjoy outdoor activities together such as going for a hike, riding our bikes, going to the lake, or golfing. We also spend as much time as we can with our adorable French bulldog, Louis. We have grown a practice in Orange County, where we still have an office. We have recently moved back to where we grew up, in Simi Valley, to be closer to family as we start the next chapter of our lives by growing our own.