Brett Palmquist, IMC, AWMA®, CRPC®, CIMA®
Investment Management Consultant
Financial Advisor, RJFS
Addison Avenue Investment Services
A little insight into Brett Palmquist.
Like a good biography, everyone has a story to tell. Our pasts shape our future, and that’s where real history is made. As a history enthusiast, I love to learn about people’s backgrounds just as much as historical events that have transpired over generations.
As a Financial Advisor, I am naturally intrigued by the history of the market, and knowing my clients on a level that helps me understand what brought them to me. I enjoy helping people manage their wealth with a process that has been refined through many different economic cycles.
I began as a Financial Advisor in 1999. More than 18 years later, I remain committed to assisting individuals, families and businesses with their investment and financial planning needs in such areas as:
- Financial Planning
- Retirement Income Planning
- Managing Concentrated Stock Positions
- Managing Risk
- Tax Planning
- Asset Allocation
- Professional Asset/Money Management
Wealth accumulation should yield more than large numbers on a financial statement. It should offer people the freedom to live with dignity and give generously. I strive to provide my clients the clarity they need to feel successful in their endeavors.
I live in Bonny Slope with my wife Ava, and sons Evan and Alec. I coach kids’ basketball, and I love the Ducks and the 49ers. I’m active in my community and enjoy tennis and volleyball.
If you would like to know more about retirement strategies, stocks, or general financial planning, give me a call or email. We can discuss the past and chat about your future!
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QUALIFICATIONS: holds series 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements.
AWMA® is a service mark of the College for Financial Planning®.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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