Bret Robertson, CFA
Your Roadmap to an Excellent Financial Future
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Serving Clients Nationwide
Your Roadmap to an Excellent Financial Future
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Bret Robertson, CFA
Hi, I'm Bret Robertson, a financial advisor at Glean Financial.At Glean Financial, I have the honor and privilege of building relationships and serving clients. I truly believe that success begins with listening well and knowing each other's stories. I'm the creator and implementer of financial roadmaps.
I grew up in San Antonio, Texas, and graduated from Baylor University (Go Bears!) with a B.B.A. in finance and management. I hold the Chartered Financial Analyst designation.
After graduating from Baylor, I worked in Southern California at an institutional investment firm for 10 years. In 2021, we moved our family moved to Chattanooga in order to help individuals and families meet their financial needs.
I married my wife, Carey, in 2011. We have 3 children named Watts, Reese, and Bodie, and one lively Doodle named Cali.
When I’m not serving clients (working), I am playing in the yard with my kids, coaching youth sports in the neighborhood, and also searching for good food in Chattanooga!
Professional Designations
- Chartered Financial Analyst (CFA)
Primary Location
1301 Riverfront Parkway, Suite 103 Chattanooga, TN 37402
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 20-minute introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Glean Financial
At Glean Financial we believe in the power of stewarding our finances in a way that people are holistically cared for and no individual lacks relevance. The name Glean comes from the Biblical concept of intentionally leaving margin for the sake of valuing those within the community.It is our intention to encourage and inspire our clients to steward their finances in a way that benefits not only themselves but also the loved ones amongst them.
At Glean, we do things differently. Excellent financial strategy takes time, and we don’t do shortcuts. We’d love to get to know you and explore the best long-term strategies for your particular financial needs.
Our clients' experience:
✅ Personalized financial strategy
✅ Relational, client-focused atmosphere
✅ High Quality Customer Service
You need a financial manager who understands you and listens well to your specific needs. Whatever your financial goals are, it’s a privilege to hear our clients’ life story.
Our founder, Bret, spent a decade working in institutional asset management. Today, he’s dedicated his career to helping individuals and families secure their financial future. The Glean staff is honored that our clients choose to entrust this important part of their journey to us.
Education
Baylor University, Hankamer School of Business
Hobbies and Interests
- Eating Out
- Family
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
- Young Families
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