Brent Honea has more than 20 years of experience in the financial services industry. He has provided financial planning guidance to families, business owners and corporations nationwide. Brent’s mission is to assist his clients in creating retirement planning strategies designed to create a lifetime income so that they can be confident in their retirement plan. As an attorney, Brent’s legal background provides unique perspective and insight for creating comprehensive solutions for his clients.
Brent has a passion for helping his clients to identify and achieve their unique financial goals. During client meetings, Brent focuses on identifying each person’s unique goals so that a clear strategy can be designed to assist in achieving those goals. Brent believes that one of the most important factors in helping his clients achieve their financial and legal objectives is to be in constant communication with his clients to provide the help they need to try and achieve their goals.
Brent strongly believes that each investor must have a retirement strategy. Often in the fast paced world we live in today, many investors have a collection of retirement type accounts that they contribute to. Although they may look at their statements from time to time, they have no strategy in place and therefore are uncertain as to whether they will ever be able to retire at all. Brent enjoys assisting his clients in creating their strategy so that they can have confidence in their retirement plan.
Brent is a frequent lecturer and has conducted seminars regarding Retirement Income Planning, Asset Allocation, College Planning, and Asset Protection Strategies. A California native, Brent resides in Anaheim Hills with his wife and four kids.
Educational Background:
- Juris Doctor
- Master of Business Administration, Finance
- Bachelor of Arts, Finance
Licenses Held:
- General Securities Representative (Series 7)
- Investment Advisor Representative (Series 65)
- Licensed Life and Variable Annuity Agent – CA Insurance License No. 0B09053