Members

brentplunkettBrent Plunkett is the President and Chief Investment Officer of Plunkett Wealth Management.

Brent began his planning career working with a captive insurance planning firm and a small independent broker dealer, and in both instances it was clear that client goals and best interest were second to company products and agent/advisor commissions.

Plunkett Wealth Management is completely independent of any brokerage firm, insurance company, bank or other product vendor and hence, we operate without any conflicts of interest.

Brent holds a series 65 license and the Accredited Investment Fiduciary (“AIF®”) designation from The Center for Fiduciary Studies, which operates in Association with the University of Pittsburgh’s Katz Graduate School of Business.