Brett Belliston, CFP®, CPWA®, AEP®, CEPA®
Brett is involved in the management of all aspects of Andina with emphasis on building strong client relationships, using his skills in planning and portfolio construction for his clients. He brings many years of experience to this role including being a Regional Director of Investments with Lincoln Financial where he directed the investment business for over 40 advisors. He was the Co-Founder, Managing Partner and Chief Compliance Officer of Capital Group, LLC, a fee-based Registered Investment Advisory (RIA) firm. He was also the Investment Specialist at Intermountain Financial Group (an agency of MassMutual) and Senior Wealth Advisor at Contango Capital Advisors where he developed and managed a wealth management practice serving the highest net worth families of Zions Bancorp.
During his career Brett has earned a variety of professional designations relating to wealth management and investment planning and execution and has held several FINRA and real estate licenses.
Brett certifications include CFP® (Certified Financial Planner), AEP® (Accredited Estate Planner), CPWA® (Certified Private Wealth Advisor) and CEPA® (Certified Exit Planning Advisor). Brett holds a BA degree from the University of Utah.
Brett loves spending time with his wife, kids, and grandkids. He enjoys traveling, golf, snowmobiling and scuba diving.