Brett Everhart,

Brett Everhart was named to the 2024 edition of the Forbes list of Best-In-State Wealth Advisors.

I come from a long line of financial industry business professionals. My decision to become a Financial Advisor was influenced by my father who was a graduate of the first College of Financial Planning (CFP) class of 1972. As I guide people to plan for their later years in life, I like to think that I am continuing a family legacy of helping others.

For the past 36 years, I have honed my commitment to clients by always doing what is best for my clients. Some of my first clients still work with me and continue to refer their friends and family. I am very proud of this accolade.

As an advisor, I enjoy helping clients, such as you, with financial planning—whether it is the formulation of a retirement plan, guidance through an employment transition, help with maximizing Social Security benefits, or reducing your tax liability.

I am proud to be recognized for my commitment to my craft, most recently by the College for Financial Planning for 30-plus years as a CFP^® practitioner. I am also a FINRA arbitrator and am held to a higher standard when it comes to doing what is right for my clients.

I recognize that everyone and every situation is different. When meeting with you, I will carefully assess your current portfolio, rebalance it using active and passive strategies, and then design a plan to integrate growth potential, risk management and flexibility—while keeping costs to a minimum.

Outside the office, I enjoy spending time with family. I am a longtime volunteer for the Senior Center of San Diego, where I work with homeless seniors. I love classic cars, tennis, and golf, but I am passionate about cooking. I have a large family with five grandkids and cooking with them is one of my favorite things.

If you would like to know more about retirement strategies, stocks, or general financial planning, give me a call or email. I look forward to speaking with you.

Qualifications: holds series 7, 24 and 65 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0654652

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 are offered through Raymond James Financial Services Advisors, Inc. The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.