Professional Experience:
Brecken Kanz is a financial advisor with a bachelor's degree in mechanical engineering from the University of Central Florida. With seven years of engineering experience, he specializes in precision, problem-solving, and risk management, skills he now applies to financial planning. Brecken has been passionate about the financial services industry for most of his life, which inspired his transition into this field.
Brecken is dedicated to providing personalized financial strategies, rejecting blanket recommendations in favor of tailored plans. He values spending quality time with each client to understand their unique goals and aspirations, building long-term relationships based on trust and transparency.
Passionate about empowering clients with knowledge and confidence, Brecken guides them through every financial milestone, ensuring a smooth and rewarding financial journey.
Credentials:
General Securities Representative – Series 7
Investment Advisor Representative - Series 66
Life, Health and Variable Annuity Insurance Agent
Bachelor of Science – University of Central Florida
Professional Services:
Business
Business Succession Strategies
Business Valuation Analysis
Buy/Sell Agreements and Funding Strategies
Executive Compensation and Incentive Plans
Key Employee Protection and Retention Strategies
Employee Benefits
Business Retirement Plans
Personal
Family Protection Strategies
Risk Management
Retirement Plans
Investment Strategies and Wealth Management
Education Funding
Estate Planning
Charitable and Gifting Strategies