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Brent Caswell

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Planning for your financial success is complicated in today's world. A broad knowledge of everything from complex investment products to elaborate tax law is required. As the scope of financial services grows, so does the need for professionals to provide these services. That's why we approach your financial planning needs with a team of specialists. It's the key to our success, and yours. We look at your whole financial picture from a cross disciplinary perspective. This allows us to find coordination gaps or opportunities with your overall financial plan. Certified Financial Fiduciary® (CFF) upholding the highest moral, ethical and fiduciary standards of service Twenty-six years combined experience: Financial planning and advising, consulting, and fiscal management FINRA Series 7 & 66 Registrations Life, Health, Disability, & Long-Term Care Licenses Member of Community of Christ Church Volunteer for numerous charitable organizations Eagle Scout: Boy Scouts of America, Heart of America Council 2018 & 2019 Five Star Wealth Manager Award Recipient* S P E C I A L I Z A T I O N S FAMILY PROTECTION WEALTH ACCUMULATION BUSINESS RETIREMENT PLANS INDIVIDUAL RETIREMENT PLANS BUSINESS CONTINUATION M O R E A B O U T B R E N T Brent and his wife, Michele, have been married for 27 years. They have a son, Cole, and a daughter, Rian, with whom they support and participate in numerous sports and music activities together. The Caswell family lives in Independence, MO.

Professional Experiences

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Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.

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The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!
1 Easy online registration form
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4 Stay in the know with the most current news and blogs dealing with personal finances
5 Receive real time notifications about upcoming classes being taught in your area
6 Take control of your finances through unbiased fiduciary education from a Certified Financial Fiduciary®
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