Brett Tushingham
C-1383-1490391063

Brett Tushingham

Certified College Funding Specialist®

RIA/Investment Advisor

(866) 505-9016

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ABOUT Brett Tushingham

Tushingham Wealth Strategies helps business owners and executives proactively oversee all of their financial affairs by serving as their “Personal CFO” and fiduciary, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, asset management and retirement planning.

Designations

CFP® - Certified Financial Planner

Qualifications

With over 20 years of wealth management and corporate finance experience, I’ve helped manage clients through many market cycles and transitions. After graduating from Pace University with a degree in Finance, I established my foundation on Wall Street where I spent 10 years. Since 2003, I have utilized my Wall Street experience and CFP® certification to manage and grow a successful financial planning business in Wilmington, NC where I act as a fiduciary for select individuals.


Licensed - Yes

License No -

License Type -

Tushingham Wealth Strategies, LLC

5351 Old Garden Road
Wilmington, NC 28403
P: (866) 505-9016
F:  (919) 249-1366
www.tushinghamwealth.com

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Business Consulting
Financial Aid
FAFSA Review

Meetings Offered

My Office
Workplace
Home Visits
Over Phone
Webmeetings


Availability

Mornings
Afternoons
Evenings

CCFS® (Certified College Funding Specialists)

EARNED BY
Brett Tushingham

ISSUED ON
2017-05-17

CCFS® MEMBER ID
C-1383-1490391063

DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.

Unique Badge ID - Co0VP44ZQou91URheTEZ_w

 

Disclosures
Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina