Brett Ellen, CFP®
- A Financial Advisor Promoting Social Responsibility
Brett S. Ellen, CFP® is the President & CEO of American Financial Network (AFN). Regarded as a visionary leader in the financial services industry, Mr. Ellen has been successfully providing financial planning solutions to clients for nearly 25 years.
As an independent company, American Financial Network provides a highly customized approach to Financial Planning and Wealth Management offering a vast menu of financial products & services. As advisors with Securities America Advisors, Inc., AFN provides unbiased investment advice and has the ability to partner with other accomplished financial service professionals-offering more options and financial planning solutions. As a result, American Financial Network 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 Mr. Ellen and the professional advisors at AFN to set up comprehensive financial plans focusing on key areas such as Retirement Planning, College Planning, Estate Planning, Tax Strategies and Insurance. Corporate Clients have grown to rely on AFN for Compensation & Benefit Planning Solutions; including Qualified 401(k) & Profit Sharing Plans, Deferred Compensation, Executive Bonus Plans, Captive Insurance, Exit Strategies and more.
Mr. Ellen upholds a proactive hands-on approach to his practice, staying in-touch and involved with his clients and the communities where they reside. He has been an active participant in Business Forums International, in addition to founding and running his own networking business group, the Financial Solutions Alliance (FSA). Over the years, Brett has supported many charities including the American Cancer Society, Big Brothers and the Muscular Dystrophy Association (MDA). Along with his wife and 2 youngest sons, he founded TKO Helping Hands, an organization that fosters community involvement and social responsibility in young children. As a frequent volunteer for schools and educational causes, Brett has taken on the role of The Kids Finance Coach™, and through his online blog, KidsFinanceCoach.com™ and classroom appearances, he offers fun interactive programs that teach kids about money, finance & helping others. 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.
With mounting accomplishments as a Financial Planner, Brett has been repeatedly recognized as a top producer and financial representative year after year by broker/dealers, investment firms and financial industry magazines.
Brett Ellen is an Investment Advisor Representative with Securities America Advisors and holds the following industry licenses: 6, 7, 22, 24, 63 & 65. (CA Insurance License #0655679). He offers Securities through Securities America Inc., a full service broker/dealer serving independent investment professionals nationwide.
CFP® is a certification mark owned by the Certified Financial Planning Board of Standards, Inc. The certification is awarded to individuals who successfully complete the CFP Board initial and ongoing certification requirements.
Securities America and its representatives do not provide tax or legal advice. Please consults the appropriate professional regarding your specific situation.
*Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC and Financial Planning & Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. American Financial Network and the Securities America companies are not affiliated.