Brett Tushingham
 
Brett Tushingham
 

Brett Tushingham

Certified College Funding Specialist™
Education Loan Analyst™

5351 Old Garden Rd.

Wilmington, North Carolina, 28403
866-505-9016

About


Thanks for visiting Tushingham Wealth Strategies. Our goal is to help you proactively oversee all of your financial affairs by serving as your “Personal CFO” and fiduciary, so that you may live your ideal life worry free. One of our most passionate topics is helping families navigate the complex college planning process. With some colleges now costing nearly $300,000 it is more important than ever for families to determine their best strategy to save and pay for college and protect their assets and income for retirement. This is why our “Personal CFO” services integrate college and retirement planning into one strategy.

Designations


CFP® - Certified Financial Planner

Qualifications


With over 20 years of wealth management and corporate finance experience, I’ve helped manage clients through many market cycles and transitions. After graduating from Pace University with a degree in Finance, I established my foundation on Wall Street where I spent 10 years. Since 2003, I have utilized my Wall Street experience and CFP® certification to manage and grow a successful financial planning business in Wilmington, NC where I act as a fiduciary for select individuals.

Licensed: Yes

License Type: Securities & Insurance

Disclosures:

Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina

Services Offered


  • College Financial Planning
  • Financial Planning
  • Tax Planning
  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Cashflow Management
  • Business Consulting
  • Financial Aid

Business Information


Tushingham Wealth Strategies, LLC
5351 Old Garden Rd.
Wilmington, North Carolina, 28403
P: 866-505-9016
F:  919-249-1366

www.tushinghamwealth.com