Ellen R. Brasee CFP®, AIF®
Ellen Brasee began her career as a Financial Planner in 1998, and serves clients by helping them strategize, then realize their financial goals. In addition to portfolio analysis and investment management, Ellen specializes in retirement planning strategies.
Prior to working with a fee-only advisory firm, Ellen held her FINRA series 7, 24, and 66 licenses, and is a Mensa member. Over her career, she has been associated with such firms as TD Ameritrade, Merrill Lynch, and Citicorp. She received her Bachelor's degree in Business from the A. Gary Anderson Graduate School of Management at the University of California, Riverside.
When she isn’t working, Ellen is usually out riding motorcycles with Pete, her husband of 41 years, and staying connected to their three adult children, Matthew, Dominique, and Morgan.
Professional Designations & Licenses
• Certified Financial PlannerTM Professional (CFP®)
• Accredited Investment Fiduciary (AIF®)