Brian Puckett
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Here to act in your best interests
About me
My journey to becoming a CERTIFIED FINANCIAL PLANNERâ„¢ professional began over three decades ago, a testament to my long-standing commitment to helping people like you make the most of their financial lives. Before this, I honed my skills as a lawyer with a prestigious Florida law firm and as a CPA with one of the world's top public accounting firms. This diverse professional background gives me a unique perspective when helping you achieve your most cherished financial goals. And what I hope to deliver is advice that works for you because your financial success is my highest priority.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Education
Bachelor of Business Administration, Accounting - University of Oklahoma
Juris Doctor - University of Oklahoma
Certified Public Accountant - Oklahoma Accountancy Board
Personal Financial Specialist - American Institute of Certified Public Accountants
Visit one of our Locations
Tampa II - St. Petersburg
125 5th Street South
Suite 201
St. Petersburg, FL 33701
Oklahoma City II - Oklahoma City (North)
13921 Quail Pointe Drive
Oklahoma City, OK 73134
Working with Us
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Certain services provided on an educational and guidance basis only.
