Broker Check
Brett Straub, CFP, RICP, CLU, ChFC

Brett Straub, CFP, RICP, CLU, ChFC

Certified Financial Planner

"You owe it to your family to meet with me!"
Brett T. Straub

Brett Straub has a passion for helping successful people reach their financial goals while protecting their families and businesses. Brett provides full service, fee -based financial planning and can help build a team around you using The Straub Group AdvantageTM, a six-step process to assure you have enough. As a former quarterback, Brett is qualified to help develop and execute your financial game plan.

Ongoing professional education is of the utmost importance to Brett. He earned his CERTIFIED FINANCIAL PLANNER™ professional designation from the College of Financial Planning in Denver, Colorado. Continuing this commitment to his clients, Brett has earned the Retirement Income Certified Professional (RICP®), the Chartered Life Underwriter (CLU®) and the Chartered Financial Consultant (ChFC®) designations from The American College in Bryn Mawr, Pennsylvania. Brett's numerous industry affiliations include the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT). In 2004 he was awarded and has since held a coveted seat at the Court of the Table, one of the highest recognitions of achievement within MDRT.

Brett is grateful to be often surrounded by family and friends. He resides in West Chester, Pennsylvania with his wife Joanne, son Brady and dog Jake. When not meeting with clients, Brett enjoys playing ice hockey, skiing, flying and reading historical fiction.