Brett Frascati Email & Phone Number
VP of Wealth Strategy @ Claro Advisors
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Brett Frascati Location
- Littleton, CO, US
Brett Frascati Work
- VP of Wealth Strategy @ (May 2026 - Present)
- Senior Vice President @ (August 2025 - April 2026)
- Senior Vice President - Financial Advisor @ (October 2016 - July 2025)
- Regional Director @ (September 2014 - September 2016)
- Regional Consultant @ Montage Investments (March 2013 - September 2014)
- Financial Advisor @ (September 2012 - March 2013)
- Internal Wholesaler @ (May 2010 - September 2012)
- Registered Representative @ (March 2008 - April 2010)
Brett Frascati Education
- California State University-Sacramento
Bachelor of Science (B.S.) (Finance)
2003-2007 - NOLS
(Baja Mexico)
2002 - University of Alaska Anchorage
(Business Administration and Management, General)
2000-2001
Brett Frascati Skills
- Asset Allocation
- Investments
- Financial Services
- Retirement Planning
- Wealth Management
- Fixed Income
- 401k
- Valuation
- Series 6
- Sales Management
- Strategic Planning
- ETFs
Brett Frascati Summary
- Brett Frascati, based in Littleton, CO, US, is currently a VP of Wealth Strategy at Claro Advisors. Brett Frascati brings experience from previous roles at Dash Investments, Personal Capital, PVG Asset Management Corp. and Montage Investments. Brett Frascati holds a 2003 - 2007 Bachelor of Science (B.S.) in Finance @ California State University-Sacramento. With a robust skill set that includes Asset Allocation, Investments, Financial Services, Retirement Planning, Wealth Management and more. Brett Frascati has 1 emails and 1 mobile phone numbers on RocketReach.
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