Brian

Puckett

CFP®

picture of a planner

Here to act in your best interests

About me

My journey to becoming a CERTIFIED FINANCIAL PLANNER™ professional began over three decades ago, a testament to my long-standing commitment to helping people like you make the most of their financial lives. Before this, I honed my skills as a lawyer with a prestigious Florida law firm and as a CPA with one of the world's top public accounting firms. This diverse professional background gives me a unique perspective when helping you achieve your most cherished financial goals. And what I hope to deliver is advice that works for you because your financial success is my highest priority.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Business Administration, Accounting - University of Oklahoma

Juris Doctor - University of Oklahoma

Certified Public Accountant - Oklahoma Accountancy Board

Personal Financial Specialist - American Institute of Certified Public Accountants

Visit one of our Locations

Tampa II - St. Petersburg

125 5th Street South

Suite 201

St. Petersburg, FL 33701

Oklahoma City II - Oklahoma City (North)

13921 Quail Pointe Drive

Oklahoma City, OK 73134

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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