Brett Monsein, CFP®

Brett joined Rockefeller Global Family Office in April 2022 after eight years at Merrill Lynch Wealth Management. As an advisor of Ruben Wealth Partners, Brett works closely with clients to develop a deep understanding of what is most important to them. We employ a goals-based management approach to our investments, which is about helping our clients define and clarify their goals in a measurable way. By going through this process, Brett can better implement a plan and investment strategy specifically tailored to each individual’s needs. Brett enjoys building the necessary trust and confidence with our clients to make their plan come together.

Brett has earned the Certified Financial Planner™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of the University of Pittsburgh, where he earned his Bachelor of Science in Business Administration. Instilled in the core of the Ruben Wealth Partners, our team prides ourselves on devoting our time within the community. Brett currently is a member of the Trustees Committee for the Charles E. Smith Life Communities.