Brittany  Falkner,  CFP<sup>&reg;</sup> - Financial Advisor

Brittany Falkner, CFP®

EA

Boardwalk Financial Strategies LLC.

3215 Golf Rd
Delafield, WI 53018-2157
FINANCIAL ADVISOR'S WEBSITE
(414) 858-7817 CONNECT WITH Brittany
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General

Brittany Falkner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Boardwalk Financial Strategies LLC. in Delafield, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Insurance Licenses

  • Life insurance: Wisconsin

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Mutual Funds, Real Estate, Stocks & Bonds, Personal Taxes, Women's Finances

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