Brett Nesbitt, CPA

Finding a role that could positively impact the lives of people has always been the driving force behind Brett’s career. He discovered the perfect fit at Capital A Wealth Management, where he combines his tax and financial planning knowledge to help people build a secure future.

As a tax professional and Investment Adviser Representative, Brett focuses on helping clients better understand their financial outlook in retirement. His primary goal is to help clients find ways to minimize their lifetime tax bill, believing that effective tax planning can truly move the needle in retirement. By working closely with clients on their tax plans, he helps provide clear, actionable strategies designed to optimize their financial position.

Brett is a graduate of Grand Canyon University, where he earned a Bachelor of Science in accounting. He is a Certified Public Accountant (CPA) and has passed the Series 65 securities exam, and he holds life, accident and health insurance licenses. His experience in public accounting provides a strong foundation for the advice he offers.

Brett lives in Cranberry Township, Pennsylvania, with his cat, Cubby. He enjoys an active life outside the office, with hobbies including traveling, running, basketball, and tennis. He also spends quality time with friends and family and enjoys completing an occasional woodworking project.

Part 2B Brochure Supplement