Brett Wysopal, CFP®, ECA
Guides people with equity compensation to maximize value and minimize stress.
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Serving Clients Nationwide
Guides people with equity compensation to maximize value and minimize stress.
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Investment Management
- Retirement Planning
- Taxes
About Brett Wysopal, CFP®, ECA
Hi, I'm Brett Wysopal, a proud girl dad of two and a former minor pro hockey player.My journey into financial advising was an unconventional path. For much of my early life, my dedication centered on maximizing my potential playing professional hockey, which I was fortunate to do into my late 20's in both Europe and the US.
My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals.
I started Wysopal Wealth because I saw a need for people with equity to be served differently than what the industry offered. This firm was built to help professionals maximize their equity and minimize their stress around the complex decisions that equity creates.
When I'm not working with clients, you can find me spending time with my little girls and my wife, Channing, who’s also an entrepreneur in the design space. We’re in the fun phase of balancing ice skating and soccer schedules with never-ending bedtime routines, and we wouldn’t trade it.
While my hockey career has ended, I still play recreationally, and I love to watch hockey at every level. I enjoy spending time in the kitchen, getting lost in the rabbit holes of carnivore diet recipes and biohacking tricks, and my latest obsession is building our at-home gym.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Equity Compensation Associate (ECA)
Affiliations
- XY Planning Network
Primary Location
Brookfield, IL, 60513
Meeting Options
- Video Conference
- Webinars
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. This is an opportunity to find out if working together will make sense. We will get to know you, your situation, and what it is you're looking to accomplish. We will then share how we work alongside our clients and answer any questions you may have. I look forward to speaking with you.Offers Investment Management
Yes
About Wysopal Wealth Planning, LLC
At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next.Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy.
Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings.
At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.
Education
Ferris State University, Bachelor of integrated studies, Business and Communications | Colorado College, UnderGrad, Business
Hobbies and Interests
- Cooking
- Exercising
- Family
- Football
- Hockey
- Relaxing
- Sports
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Professional Athletes
- Sales Professionals
- Technology Professionals
- Young Families
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