CFP® , CPA/PFS, JD
Align Wealth Management
Certified Financial Planner
Brian Puckett is a St. Petersburg, FL financial advisor and investment manager. Align Wealth Management specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Brian Puckett is a fiduciary financial planner.
Our clients lead successful and busy lives. They include business owners, professionals (including doctors, dentists, and lawyers), and retirees. They came to us because they want to be liberated from the burden of taking care of their finances. We serve as their personal CFO and family wealth guardian, to help them address all areas of their finances: wealth preservation, tax mitigation, wealth protection, wealth transfer, business succession and charitable planning.
Brian Puckett's entrepreneurial spirit drove him to establish Align Wealth Management in order to fill an important void for individuals, families, and small business owners seeking something different and something special within the financial services industry.
Brian is a CERTIFIED FINANCIAL PLANNER™, a CPA with Personal Financial Specialist (PFS) credentials, and an attorney, making him one of the few "Triple Board Certified" financial advisors in practice today. Business Week listed Brian among the Top 50 most experienced independent financial advisors in the United States. His trio of high caliber credentials underscores a personal passion for helping clients make the most of their financial lives. Brian is an engaging speaker, with appearances in the local and national financial press. He also has served as adjunct professor at the University of Central Oklahoma and has lectured at a variety of institutions and continuing education programs for financial planners, CPAs, and attorneys. Brian is an active member of the Oklahoma and American Bar Associations, the Financial Planning Association, and the Personal Financial Planning sections of the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants.
Brian is also a member of the American Association of Attorney-Certified Public Accountants. The AAA-CPA is the only organization comprised of individuals who are dually qualified as attorneys and CPAs.
Brian graduated in the top 10% of his class at the University of Oklahoma School of Law and he holds a bachelor's in business degree (with high honors) from the University of Oklahoma. Brian enjoys spending time with his son, Jay. Brian also enjoys a number of sporting activities, including bicycling, paddle boarding, and golf - although he's a self-confessed hacker on the links.
Brian Puckett 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.
In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted "advice," and paying too much in taxes, commissions, and fees. We solve these problems. It's who we are. It's what we do.
Client Focused. Period.
At Align Wealth Management located in Oklahoma City and Tampa Bay, our only business is the delivery of objective fiduciary advice resulting in simple & elegant wealth management solutions. Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency. Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience. And, what we hope we have gained from our long experience is the wisdom to offer advice that works for you.
A Refreshing Advisory Relationship
As a fee-only firm, our entire wealth management process has a singular purpose - to help you make the most of your one financial life. Our clean and simple business model fosters win-win relationships based on a timeless idea ... We are Client Focused. Period.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Planning
- Busy Professionals
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- % of Assets Under Management
Professional Designations & Affiliations
Brian Puckett is a NAPFA Associate
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.
Brian Puckett is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Brian Puckett is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Brian Puckett is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Brian Puckett is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Brian Puckett
125 5th Street South
St. Petersburg, FL 33701
13921 Quail Pointe Dr
Oklahoma City, OK 73134