Bringing Confidence to your Investment Planning

Schedule Your Retirement Review

Brett Canarelli, MBA, CRPC™

Senior Financial Advisor Managing Director Investment Officer

Email Address

brett.canarelli@wellsfargo.com

Phone Number

(407) 252-7417

With over 25 years in the financial services industry, I have dedicated my career to guiding clients through their financial journeys. My focus is on creating tailored investment plans, retirement strategies, investment management, and wealth preservation to help clients achieve their long-term goals. I have had the privilege of working with retirees for most of my career at some of the largest financial institutions, helping them confidently navigate complex financial decisions. By focusing on long-term strategies and risk management, I strive to provide clarity and confidence for individuals and families planning for retirement.

I hold a Master of Business Administration (MBA) from the University of Central Florida, a Bachelor of Science (BS) in Finance, and the Chartered Retirement Planning Counselor (CRPC®) designation.

Outside of my professional life, I am a devoted spouse and cherish spending time with my large extended family. These personal connections reinforce my commitment to helping families achieve financial security and build lasting legacies.

Put your future into focus today.

Working with Us

Income Planning:
Make your savings last a lifetime — with predictable income you won’t outlive.

Social Security Optimization:
We help you decide when to claim — and how to coordinate with your spouse.

Tax-Efficient Withdrawals:
Minimize taxes on your IRAs, pensions, and investments.

Healthcare & Long-Term Care Planning:
We help prepare for rising medical costs so your legacy stays intact.

Legacy & Estate Guidance:
Make sure your money goes to the people and causes you love.

Time — to get to know you and what matters most to you and your loved ones
A personalized investment plan tailored to your unique life goals
Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
Holistic, big-picture advice throughout your financial journey

We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.