BIO: BRETT S. ELLEN, CFP®

 
 Get Acquainted with Brett Ellen and American Financial Network

 

American Financial Network - Brett S. Ellen, CFPBrett S. Ellen, CFP® is the President & CEO of American Financial Network (AFN). Often 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.  The team at American Financial Network provides a highly customized approach to Financial Planning, Wealth Management and Corporate Benefit Planning Services. As an independent company, American Financial Network offers a vast menu of financial products & services, unbiased investment advice and has the ability to partner with other accomplished financial service providers.  The Financial Solutions Alliance, founded by Brett Ellen, offers more options and planning solutions for clients and as a result, American Financial Network has effectively grown to support both Individual and Corporate clients, and represents a great number of highly successful corporations, business leaders and executives.

American Financial Network takes a holistic approach to financial planning. When working with the individual client, Brett and the AFN team focus on key areas such as Retirement & Estate Planning, College Saving Plans, Tax Strategies and Insurance to prepare a comprehensive financial plan that strives to offer a synergistic planning solution.  Working with businesses, AFN concentrates on Compensation & Benefit Planning such as Qualified 401(k) & Profit Sharing Plans, Deferred Compensation, Executive Bonus Plans, Captives, Key-Man Insurance and more. Offering the optimum investment environment, AFN provides in-depth quarterly reviews & performance reports, educational seminars & workshops, plus ongoing client support that we believe is unparalleled in the industry.

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. Consistently a top producer, over the years he has been repeatedly recognized for his accomplishments as a Financial Planner, receiving awards for his leadership, Commitment to Excellence and Outstanding Client Service.

American Financial Network Over the years Brett has been actively involved in numerous community groups such as the Thousand Oaks /Westlake Village Chamber of Commerce, the Calabasas Chamber of Commerce and the Los Angeles Business Forum in addition to running the Financial Solutions Alliance. He has financially supported and been involved in many charities over the years for local schools and educational causes while volunteering for leadership and coaching roles. He has also been a big contributor to Big Brothers/Big Sisters, the Wellness Community, The Medical Resource Foundation, The American Cancer Society, The American Diabetes Association and his family founded TKO Helping Hands, a grassroots organization that helps feed homeless citizens around Southern California.

Brett Ellen is an Investment Advisor Representative with Securities America Advisors and holding 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 Planner Board of Standards, Inc. This certification is awarded to individuals who successfully complete the CFP Board initial and ongoing certification requirements.