Broker Check
Brett Keener, CFP®

Brett Keener, CFP®

Financial Advisor

As a member of the Chau Q Lai Financial Advisory team, Brett focuses on how clients want to live their lives then, together, they strategize a path to reach and transcend expectations. To this end, Brett Keener:

  • Takes the time to discuss clients's fears, hopes and aspirations
  • Coaches business owners and professionals to synchronize their values, their life goals and their financial wellbeing
  • Offers professional business and financial advice that focuses on long term goals
  • Acts as a partner to his clients, shouldering their concerns so that they are not acting alone
  • Designs and develops a financial plan that addresses challenges and supports the life his clients aspire to live
  • Provide them with financial clarity, control over their financial affairs and peace of mind

For recently graduated dentists and physicians, Brett Keener:

  • Develops action plans to reach an optimal balance between paying down their student loan debt and saving for their future
  • Offers guidance on all business and financial aspects particular to their profession
  • Provides financial education to complement opportunities that are created by their highly specialized fields

Availing himself of cutting edge technology and web meetings flexibility, Brett Keener serves clients nationwide.

Education: BA, Government, The College of Williams and Mary, Williamsburg, VA (1999)


1999—2014 Certified Financial Services, LLC

2014— Pacific Advisors


Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.  CA Insurance License #0F49384.