About
Broker-Dealer: Kestra Financial Services, llc
Determining investment suitability. Opening, approving, and monitoring accounts. Compliance approval and product due-diligence.

Custodian: FIDELITY CLEARING AND CUSTODY SOLUTIONS®
Execution, clearance, and settlement of securities transactions. Preparing and sending periodic statements and confirmations. Custody, receipt, and delivery of funds and securities

Brett Power, CFA®, CFP®, MBA Wealth Manager.

Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA. He holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Brett and his wife, Lindsey, live in Milton with their daughter, Harper, and dog, Tripp. Brett enjoys spending time making memories with his family, cheering on the Georgia Bulldogs and running.
CFA®CFP®
CFA® - What That Means For You
The Chartered Financial Analyst (CFA®) designation means an advisor is on the leading edge of every facet of your financial life, anticipating your needs and helping you create an investment strategy to achieve your goals. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills. The CFA® designation is a high distinction in the investment management profession.
Rigor and Expertise
- Fewer than 1 in 5 candidates become a CFA® charterholder.
- Average of over 1,000 hours of study along with a minimum 4 years professional experience to earn CFA distincation.
Holistic Wealth Management.
- Trained to understand what drives value in all dimensions of your financial life.
- Expert-level portfolio management skills.
- Ability to work effectively with tax and intergenerational wealth planning experts to design an investment strategy specific to you.
Your Interests Come First.
- Trust is key to building a strong client-adviser relationship
- Bound by the highest ethical standards - The CFA® Institute Code of Ethics and Standard of Professional Conduct.
CFP® - What That Means For You
Education
Unlike many financial advisors, CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP® Board.
Examination
Experience
Ethics
When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards, as outlined in CFP® Board's Standards of Professional Conduct.The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients.