In 1993, Brian Puckett founded St. Petersburg, Florida-based Align Wealth Management. He founded the company in order to provide families, small businesses, and individuals with fair and affordable retirement plans. A Certified Financial Planner, a Certified Public Accountant (CPA) with Personal Financial Specialist (CFP) experience, and a licensed attorney, Brian Puckett is one of the few Triple Board Certified financial advisors practicing today. He also prepared for his career by studying accounting, finance, and law at the University of Oklahoma. For 20 years, he has served Align Wealth Management in the position of managing partner, a job that requires him to constantly make sure that his clients are getting the most out of their financial investments.
Away from work, Mr. Puckett enjoys spending time with his family, as well as paddle boarding throughout Treasure Island, Florida. He takes advantage of Florida’s favorable climate and enjoys a number of additional outdoor activities, including paddle surfing, playing golf, and running.
Brian Puckett's Blog 