CFP®
Brett Agnew started in the financial industry in 1993 and transitioned to wealth management in 2017. Brett has developed a talent and passion for financial planning. He is responsible for our financial planning process and works together with our clients and team to problem solve the many complex puzzles of creating comprehensive plans for our diverse clients.
Previously in his career, Brett worked with several regional investment banks based in San Francisco, focusing on supporting their trading desks. During that time, he developed his knowledge of capital creation, institutional trading, the financial markets and risk management.
Brett is a CFP® professional. He holds a B.S. in Business Administration from the University of California Chico and holds his Series 7, 63 as well as CA Life and Health License.
Brett lives in Clayton with his wife Elise and their two children, Ronan and Mikayla. His favorite pastime is spending time with his family, traveling and coaching youth sports.
Professional Designations:
Investment Analyst
Investment Operations Manager
Investment Operations Manager
Managing Director, Capital Markets
Chief of Staff
Strategic Partner & Advisor
President, Partner
Managing Director, Investments
Whether you’re preparing for your legacy or have decades left to build, let Journey come alongside you to elevate your practice and give you the support as you bring last impact to your clients.
Contact Us
bagnew@journeysw.com 
(415) 840-3138 