Brett Grossman

WEALTH ADVISOR, CFP® in progress

Brett Grossman is a Wealth Advisor at Factor Wealth. He specializes in investment management, retirement solutions, estate planning, and tax strategies.

Brett graduated magna cum laude from The Ohio State University with a Bachelor of Science in Business Administration, majoring in Finance. He holds his Series 65 license from NASAA, is a registered Investment Adviser Representative, and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Before joining Factor Wealth, Brett began his career in the Asset Management Group at PNC, where he gained valuable experience and developed insights into the financial services industry. Brett’s dedication to building relationships with clients and helping them achieve their personal and financial goals has aided him in becoming a core member of the team at Factor Wealth.