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American Financial Network
23975 Park Sorrento
Calabasas CA 91302
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Brett Ellen, CFP®
American Financial Network
Specializing in: Wealth Management, Retirement Planning, College Planning, Estate Planning, Corporate Benefit Planning
Geographic Area Served: Nation Wide
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 Securities America Advisors
General Securities & Principals Licenses 6, 7, 22, 24, 63 & 65
Biography:
Brett Ellen, CFP® is the President and CEO of American Financial Network. Often regarded as a visionary leader in the financial services industry, Brett has been successfully providing financial planning solutions to clients for 25 years. As a financial planner and investment advisor representative with Securities America Advisors, he specializes in wealth management and corporate benefit planning services. Additionally, Brett established and is an active part of the Financial Solutions Alliance, a network of financial service providers from across the country that work collaboratively to address the financial and business needs of their clients. Unprecedented in his ability to serve both individual investors and corporate planners, Brett is recognized by Securities America as their top advisor.
Brett Ellen, who believes strongly in giving back to his community, received the 2009 Investment News Community Leadership Award for his philanthropic endeavors and excellence in mentoring. He and his firm actively support a variety of non-profit organizations. In 2008, the Muscular Dystrophy Association awarded Brett the prestigious Humanitarian of the Year Award. In 2001 he and his wife, inspired by their children, formed their own non-profit. TKO Helping Hands (Turn Kindness On) promotes community involvement and social responsibilities in young children. Brett also writes a finance blog for children - www.KidsFinanceCoach.com - to help them understand important concepts and become financially literate and responsible adults. For more information about Brett Ellen, visit www.afn-net.com.
Geographic Area Served: Nation Wide
Services: Wealth Management, Retirement Planning, College Planning, Estate Planning, Corporate Benefit Planning
Firm Overview: Celebrating 25 years of Leadership in the Financial Services Industry
Independent Investment Advice
Custom Financial Plans
High-Net-Worth Executive Level Client Base
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Securities America
Securities offered through Securities America, Inc., member
FINRA &
SIPC, Brett Ellen, Registered Representative. Financial Planning and Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor, Brett Ellen, Investment Advisor Representative. (CA Insurance #0655679) American Financial Network and the Securities America companies are unaffiliated.
Securities licensed in: AL, AZ, AR, CA, CT, DE, FL, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NJ, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY, DC
Insurance licensed in: AL, AZ, AR, CA, ID, IL, MI, NJ, NY, NC, OH, TX