Brently Klontz, CFP®, AFC®
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Brently J. Klontz is a Partner and CERTIFIED FINANCIAL PLANNER™ at Summit Financial Solutions and manages the east Tempe location. He specializes in comprehensive financial planning. He earned his Bachelor of Science in Business Management from Arizona State University and later obtained his Master of Arts in Biblical Leadership from Phoenix Seminary. In addition to the CFP® designation, Brently is an Accredited Financial Counselor, AFC® and holds his FINRA Series 7 and Series 66 registrations, as well as life and health insurance licenses. He is also a SmartVestor Pro™ through Ramsey Solutions.
Brently has over 14 years of financial services experience and finds joy in serving individuals and developing plans to help his clients reach their financial and life goals. He believes in comprehensive financial planning, which means he familiarizes himself with each client’s goals and values so that he can offer each one the most complete financial plan, one that’s in balance with that client’s whole life. Most of his clients have done a great job building wealth but they rely on Brently’s experience to help them keep as much of their money from the erosion of taxes and inflation to reduce the risk of running out of money in retirement. His approach considers tax efficiency, cash flow, debt management, risk/insurance planning, retirement income distribution, asset management and modeling, forecasting future needs, social security and pension planning, legacy planning, and integrating other professionals, such as estate planners, attorneys, insurance professionals, mortgage officers, and accountants. Brently brings the heart of a teacher and the ear of a learner, making financial jargon more accessible to all because he believes everyone can have a brighter, more balanced financial future.
When he is not helping clients, Brently consistently finds himself outdoors. He attributes his love for hunting, fishing, and investing to his grandfather who gave him his first gun, fishing pole and mutual fund. He especially enjoys camping with his wife, two boys and a girl as well as any friends who want to rough it in the mountains. In addition to outdoor activities, Brently considers building relationships with people as his top “hobby.” He loves serving at his Church, Redemption Tempe and has enjoyed his involvement in other non-profit organizations such as Cru, Frontiers, ELIC, Navigators, Phoenix Rescue Mission, Young life, and others. The nerd in him loves financial planning blogs, articles, and podcasts, but the top priorities in his life are faith, family, friends and then finances.
Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program. Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with Cambridge Investment Research and are not sponsored or endorsed by Cambridge Investment Research.