Brent T. Boden, a Certified Financial Planner® with over 17 years of experience helping high-income earners like healthcare professionals and business owners achieve their financial goals. His passion for finance began at a young age and was shaped by life experiences that taught me the importance of strategic planning.
Brent specializes in providing personalized, actionable strategies that simplify complex financial situations and empower clients to make confident decisions. Whether it’s guiding you toward retirement, optimizing your tax strategies, or creating a legacy through estate planning, he is committed to helping you succeed on your terms.
Certified Financial Planner Professional™
CFP’s® help clients with a range of financial matters, including:
retirement, investing, education, insurance, and taxes.
17 Years Financial Advising Experience
Building lasting relationships and helping clients make informed
financial decisions.