Brian
Puckett
CFP®
Here to act in your best interests
About me
Helping clients make the most of their financial lives has driven me to become a financial planner. Outside work, I spend a lot of time with my son Jay, as well as trying to get better at my favorite sports, including bicycling, paddle boarding and golf. However, I’m a self-confessed hacker on the links!
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.
