Brett Hughes is a Certified Financial Planner (CFP) at Centura Wealth Advisory with over 15 years of experience serving high-net-worth individuals, corporate executives, and business owners. He lives in San Diego with his wife and son. Outside of the office, you can typically find him on his mountain bike or out camping with his family. He has a passion for helping others and does so through comprehensive planning with a focus on income tax, wealth transfer (estate), retirement, insurance, and investments. Brett's transparent approach and straightforward ability to distill complex topics into understandable strategies have made him an instrumental figure in the finance community.

Listen to this informative Legacy Leaders episode with Brett Hughes about Ideal Clients, Being a Trusted Advisor, The Role of a Wealth Advisor, Best Referral Sources, and The Importance of a Professional Team.

Here is what to expect on this week’s show:

●    Uncover the crucial role comprehensive financial planning plays in securing your future

●    Find the hidden value a trusted advisor brings to financial decision-making

●    Discover why early engagement with financial advisors might be your financial game changer

●    Learn the best ways to maximize tax savings through intelligent income tax planning

●    See how collaboration between financial professionals can magnify your financial potential

Connect with Brett Hughes:

Website: https://centurawealth.com/

LinkedIn: https://www.linkedin.com/in/brett-hughes-cfp%C2%AE-8853ab40/

Email: [email protected]

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Twitter: https://twitter.com/rodneyhatley

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