Brett Mountain
Financial Advisor
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CFP®, RICP®, BFA™
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.
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...
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...
My qualifications
- Bachelors of Finance, California State University Northridge
- General Securities Representative
- CA Insurance Lic. #0L70721
My state licenses
- Alabama
- Arizona
- Colorado
- Florida
- Hawaii
- Idaho
- Iowa
- Michigan
- Minnesota
- Nebraska
- Nevada
- Ohio
- Pennsylvania
- Texas
- Washington
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.