Brett Ellen, CFP®
American Financial Network
Financial Advisor Located in Calabasas, CA and Serving Clients Nationwide
800-585-3326
• Retirement Planning
• Wealth Management
• Estate Planning
• College Planning
• Corporate Benefit Planning
 
 
 
 
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Offices
American Financial Network
23975 Park Sorrento
Calabasas CA 91302
Brett Ellen is a Calabasas, CA financial advisor serving the entire region. American Financial Network specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Title in the firm
President and CEO of the American Financial Network, a financial solutions firm in southern California

Licenses, Certifications and Designations
Certified Financial Planner™ professional
Investment Advisor Representative with United Planners Financial Services

General Securities & Principals Licenses 6, 7, 22, 24, 63 & 65

Biography
Brett  S.  Ellen,  CFP®   is  the  founder,  president  &  CEO  of American Financial Network,  an  independent  financial  solutions firm  dedicated  to serving individuals and corporate clients across North America in the areas of financial planning, wealth management, risk management and corporate planning from entity structure to exit planning along with collaboration from an elite network of best-in-class tax, legal and banking professional service providers known as AFNs Financial Solutions Alliance.

As an independent   company, American Financial Network provides a highly customized approach to financial planning and wealth management.  AFN provides unbiased investment advice and offers more options and financial planning solutions with its ability to partner with other accomplished financial service professionals.  As a result, AFN has effectively grown to support both individual and corporate clients.

While  representing  a great  number  of  highly  successful  corporations,  executives  and  business leaders; individual clients have entrusted Brett and the professional advisors at AFN to set up comprehensive  financial  plans  focusing  on key  areas  such  as retirement,  education  and  estate planning in addition to tax strategies and insurance. Corporate clients have grown to rely on AFN for compensation and benefit planning solutions including qualified 401K and profit sharing plans, deferred compensation, executive bonus plans, captive insurance, exit strategies and more.

Preserving a proactive hands-on approach to his practice, Brett stays in touch and involved with his clients and the communities where they reside.  He sits on the advisory board of the NHLs Los Angeles Kings, is an active member with Business Forums International in addition to creating his own business group, the Financial Solutions Alliance.

Over the years, Brett has supported charities such as the American Cancer Society, Big Brothers and the Muscular Dystrophy Association. Along with his wife and two youngest sons he founded TurnKindnessOn.org a non-profit that fosters community involvement and social responsibility in young children. Blending his love of coaching and financial expertise, he is also known as the Kids Finance Coach where through live appearances  and multimedia platforms he teaches kids how to save, invest, donate and spend.

Recognized  for his philanthropic  endeavors  and dedication  toward making a difference,  in recent years Brett received  the prestigious  Humanitarian  Award from the MDA and was presented  with The Community Leadership Award in Mentoring Excellence from Investment News Magazine.

Brett has been repeatedly recognized as a top producer and financial representative year after year by broker/dealers, investment firms and financial industry publications.

Brett S. Ellen is an investment advisor representative with American Financial Network Advisory Services, LLC and holds the following industry licenses: 6, 7, 22, 63 & 65, CA Insurance License #0655679.   He offers Securities through United Planners Financial Services, a full service broker/dealer serving independent investment professionals nationwide.


This site has been published for residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD,  TN, TX, UT, VA, VT, WA, WI, WV, WY. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
 
Investment advisory services provided by American Financial Network Advisory Services, LLC ("AFN"), an SEC Registered Investment Advisor ("RIA").  American Financial Network, LLC offering Securities through United Planners Financial Services, Member FINRA / SIPC. The American Financial Network companies and United Planners Financial Services are unaffiliated entities.

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