Brett Saide

Brett


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Brett Saide grew up in Great Neck, New York. From a young age, he has always known that he wanted to be in a service industry helping others. At the age of 12, his father told him to read the Wall Street Journal and find what interests him. Brett quickly realized that he wanted to invest in what was familiar to him, so he invested in IBM, Heinz, and Snapple. These first investments resulted in Brett learning how to track the market and how to build wealth. Growing up, Brett's father taught him about having a strong work ethic, attention to detail, and how helping others can be rewarding. His father, Dennis, worked three jobs when Brett was younger and then found that with proper planning, discipline, and prudent management of funds--you could make your money work harder for you, instead of working harder for your money.

Once Brett graduated from high school, he moved to Boston to pursue a degree in Finance and Insurance from Northeastern University. He became enamored with the Co-op program, which is geared towards college students gaining work experience while still in college. Among his various Co-op jobs, Brett worked on the floor of the Boston Stock Exchange assisting traders and has also worked for one of the largest private investment firms in the United States. Brett graduated with honors from Northeastern University with a Bachelor of Science in Finance and Insurance. As the son of two teachers, Brett had found his calling in educating others in finance and has been working tirelessly to help clients achieve their goals. He works like the heart of a social worker, with the mind of a capitalist. 

Brett understands that each client has a diverse set of needs and goals that they want to pursue. Since 2002, Brett has been building relationships with his clients and has been recognized by his awards and designations. 

  • 2013, 2014, 2015 and 2016 AWARD for FIVE STAR Wealth Manager℠ in Boston Magazine*
  • CERTIFIED FINANCIAL PLANNER™- CFP®
  • SERIES 7- General Securities Representative
  • SERIES 63- Uniform Security Agent State Law Examination
  • SERIES 65- Uniform Investment Advisor Law Examination
  • Series 66-Uniform Combined State Law Examination
  • Chartered Mutual Fund Counselor℠-CMFC®
  • Chartered Long Term Care™-CLTC®
  • Investment Adviser Representative of Commonwealth Financial Network
     

" I help clients save money, reduce taxes, and ultimately make their money work harder for them. I look forward to custom-designing a plan that is right for you!" — Brett

* Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2530 Boston Wealth Managers were considered for the award; 632 (25 percent of candidates) were named 2016 Five Star Wealth Manager. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.