Brett S. Ellen, CFP® is the Founder, President & CEO of American Financial Network, an independent financial solutions firm dedicated to serving individuals and corporate clients across North America in the areas of financial planning, wealth management, risk management and corporate planning from entity structure to exit planning along with collaboration from an elite network of best-in-class tax, legal and banking professional service providers known as AFNs Financial Solutions Alliance. Brett has served clients in the financial industry for more than three decades.
As an independent company, American Financial Network provides a highly customized approach to financial planning and wealth management. AFN provides unbiased investment advice and offers more options and financial planning solutions with its ability to partner with other accomplished financial service professionals. As a result, AFN has effectively grown to support both individual and corporate clients.
While representing a great number of highly successful corporations, executives and business leaders; individual clients have entrusted Brett and the professional advisors at AFN to set up comprehensive financial plans focusing on key areas such as retirement, education and estate planning in addition to tax strategies and insurance. Corporate clients have grown to rely on AFN for compensation and benefit planning solutions including qualified 401K and profit sharing plans, deferred compensation, executive bonus plans, captive insurance, exit strategies and more.
Preserving a proactive hands-on approach to his practice, Brett stays in touch and involved with his clients and the communities where they reside. He sits on the advisory board of the NHLs Los Angeles Kings, is an active member with Business Forums International in addition to creating his own business group, the Financial Solutions Alliance.
Over the years, Brett has supported charities such as the American Cancer Society, Big Brothers and the Muscular Dystrophy Association. Along with his wife and two youngest sons he founded TurnKindnessOn.org a non-profit that fosters community involvement and social responsibility in young children. Blending his love of coaching and financial expertise, he is also known as the Kids Finance Coach where through live appearances and multimedia platforms he teaches kids how to save, invest, donate and spend.
Recognized for his philanthropic endeavors and dedication toward making a difference, in recent years Brett received the prestigious Humanitarian Award from the MDA and was presented with The Community Leadership Award in Mentoring Excellence from Investment News Magazine.
Brett has been repeatedly recognized as a top producer and financial representative year after year by broker/dealers, investment firms and financial industry publications.
Brett S. Ellen is an investment advisor representative with American Financial Network Advisory Services, LLC and holds the following industry licenses: 6, 7, 22, 63 & 65, CA Insurance License #0655679. He offers Securities through United Planners Financial Services, a full service broker/dealer serving independent investment professionals nationwide.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
American Financial Network and its representatives, and United Planners Financial Services and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.
American Financial Network (AFN) provides a highly customized approach to Financial Planning, Wealth Management, Insurance & Risk Management and Corporate Benefit Planning Services.
Investment advisory services provided by American Financial Network Advisory Services, LLC ("AFN"), an SEC Registered Investment Advisor ("RIA"). American Financial Network, LLC offering Securities through United Planners Financial Services, Member FINRA/SIPC. The American Financial Network companies and United Planners Financial Services are unaffiliated entities.