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Brett Witkowski, CFP®

Brett Witkowski, CFP®

Followers of Brett Witkowski, CFP®1000 followers
location of Brett Witkowski, CFP®Tampa, Florida, United States

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  • Timeline

  • About me

    Portfolio Manager at Jaffe Tilchin Wealth Management

  • Education

    • The University of Tampa

      2004 - 2008
      Bachelor of Science (BS) Finance, General

    • MMI Preparatory School

      1998 - 2004

  • Experience

    • Jaffe Tilchin Wealth Management

      Apr 2007 - now

      As Portfolio Manager, Brett oversees the construction and implementation of JTWM's ETF trading strategies. Brett has developed a money management system utilizing unique, diversified, low-expense models complete with specific selling disciplines. This flexible system allows him to achieve investment objectives from cash management all the way to aggressive growth. My job as an Investment Adviser Representative is to find novel solutions to my clients' financial problems. Whether this is advice on loan refinancing, real estate purchases, portfolio construction, retirement income, education planning, or business management; my knowledge of markets gets us to the right outcome, faster.

      • Portfolio Manager

        Apr 2014 - now

      • Investment Adviser Representative

        Apr 2007 - Apr 2014

  • Licenses & Certifications