Brett Sanner began his career in the financial services industry in 1993. Through his hard work he became a partner at Edward Jones Investments. He then joined Raymond James as Branch Manager and Independent Financial Advisor. Founder of Sanner Capital Management he manages offices in both Upland, CA and Henderson, NV.
He offers you a personalized strategy by learning about you, your family, your goals, dreams and what you are aiming for in life and in retirement. Helping you become comfortable with all aspects of your investment program.
Throughout Brett’s career his goal has remained constant: to develop long-term relationships with his clients, encouraging them to understand their financial options, appreciating the pros and cons of each choice, becoming active in the planning process. Being part of a full-service team of professionals, focus is on building a portfolio to suit individual client’s objectives.
As a financial advisor and wealth manager, he specializes in financial, estate and retirement planning, asset management, Insurance, long-term care and managing inherited wealth.
Whether you are a professional, retired, a small business owner, Brett’s knowledge and resources will help bring proven, successful and secure retirement strategies and solutions to your financial planning.
He is involved in the local community through several Chambers of Commerce in Upland, Rancho Cucamonga and LaVerne. Also, serves as a member of St. Mark’s Episcopal Scholl Business Group.
Brett is an avid golfer as member of Red Hill Country Club. Being an Instrument Rated Private Pilot enables him to travel not only for pleasure but also to meet with his clients.
Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Registered in: CA, AL, AK, AZ, CO, FL, GA, HI, ID, IL, ME, MA, MI, MN, MO, NE, NM, NY, NC, ND, OH, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA and WI