Brett Coffman
Ph.D., ACFBA, CFP®, EA
Alpha Financial Advisors
Wealth Manager
Brett Coffman
Ph.D., ACFBA, CFP®, EA
Alpha Financial Advisors
Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brett Coffman, Ph.D., ACFBA, CFP®, EA
Fee-Only financial planner located in Charlotte, NC serving clients in the Carolinas
Meet Brett Coffman
Brett Coffman is a Charlotte, NC fee-only financial planner. Alpha Financial Advisors, LLC provides comprehensive financial planning to help clients plan for their financial future. As a fee-only, fiduciary, and independent financial advisor, Brett Coffman is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Brett Coffman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Brett Coffman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Brett Coffman
Office Locations:
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11325 N. Community House Rd.
Suite 410
Charlotte, NC 28277
