Brent T. Boden, CFP®, ChFC®,Executive MBA
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About Me
I am is passionate about helping clients align their financial goals and aspirations with the right strategies to plan for the future and potential roadblocks.
I enjoy building existing and creating new relationships with his clients and bringing years of experience in analyzing and developing financial planning forecasts with actionable plans to guide clients in wealth management including retirement, investments, risk management, lending, banking, business, and multi-generational planning. Using an educational approach, he encourages clients to ask questions as we work together to design a plan for their financial future. With over 16 years of Financial Advising experience with medical professionals, business owners and retirees. After graduating from the University of Kentucky with a Bachelor of Arts in Political Science, he later completed an Executive MBA, he also completed many financial industry designations including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Accredited Portfolio Manager AdvisorSM, and Behavioral Finance Advisor™.
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Credentials
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Chartered Designations
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Disclosures
Savvy Advisors, Inc. (“Savvy") is an investment adviser located in New York, NY. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. This website includes information about Savvy Wealth Inc and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Savvy Advisors' website (referred to herein as the “Website”) is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Savvy Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Savvy Advisors with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.