Brett Ciarlo, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About Brett
Brett Ciarlo
email: brett.ciarlo@belpointewealth.com
tel: (203) 905-4230
web: https://belpointewealth.com/
Brett has dedicated nearly 30 years to the financial services industry, beginning immediately after graduating from Fairfield University.
Starting out during the market volatility of 1987’s Black Monday crash,
he developed a rare perspective shaped by decades of navigating
economic cycles. Brett focuses on comprehensive wealth planning and
investment strategy, serving individuals, families, and professionals at
all stages of life, often in collaboration with tax and estate experts. He
also holds a certificate in retirement planning from the Wharton School.
Outside the office, Brett lives in Connecticut with his wife, where they
raised three sons, and enjoys cycling, running, and restoring classic cars.
