Bret Kerns

  • MBA

Focus: Investment Strategies, Insurance Strategies, Business Owners

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Bret’s Licenses and Disclosures

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Member Wealth Management

Satellite Office

1932 Arlington Blvd. Suite 201
Charlottesville, VA 22902