Brent M. Price, ChFC®, CASL®, RICP®, CLTC®
Advisor, Retirement Plan & Wealth Management
Drawn to the financial services industry in 1997, Brent has been a member of the team since 2002. He is passionate about teaching individuals how to build and protect wealth and how to navigate the transition to and through retirement—offering guidance on portfolio management, retirement income planning, estate planning, and long-term care planning.
Brent holds several related professional designations and believes that open, honest conversations are key to providing peace of mind during a time in life that can be both exciting and unsettling.
Working with business owners and C-suite officers, he assists in business continuation planning as well as the implementation of benefit packages designed to recruit, reward, and retain their key people.
A graduate of Southern Oregon University, Brent lives with his wife in the Tacoma area; they have three grown sons and three beautiful granddaughters. He enjoys spending time with family, traveling, playing games, and golfing.
Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
