Brett Bissell, CFP in

Brett Bissell, CFP

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Co-Founder, Partner & Private Wealth Advisor at https://www.linkedin.com/company/luminate-wealth/
📍 Irvine, California, United States

Brett Bissell is the Co-Founder and a Private Wealth Advisor at Luminate Wealth Management with over two decades of experience in the financial industry. He holds CFP, CLU, and ChFC designations and earned his Bachelor of Science from California State University, Long Beach, specializing in comprehensive financial planning for individuals and businesses.

He is deeply driven by the relationships he builds with clients, viewing the process of earning their trust and preserving those connections over time as one of the most fulfilling aspects of his work. His practice is centered on making a tangible impact on the lives of families and business owners.

He was recently featured in the Los Angeles Times "Orange County Visionaries" issue for his role in shaping the local financial community.

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Experience
37 Years
Current Role
Co-Founder, Partner & Private Wealth Advisor
Job Level
Leadership
Location
Irvine, California, United States
Personality Overview

How Brett shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brett cares about

Holistic Financial Planning
Focuses on creating comprehensive plans for individuals, families, and small business owners to help them prepare for the future.
Retirement Savings
Actively shares advice on retirement vehicles, such as the best ways to manage and withdraw from a 401(k).
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Career

Work history

10-1996
Co-Founder, Partner & Private Wealth Advisor
https://www.linkedin.com/company/luminate-wealth/
1989 - 1996
Director of Sales
Preferred Health Network
In the press

Media appearances

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Education
1985 - 1990
Bachelor of Science (BS)
California State University, Long Beach
1981 - 1985
Education details unavailable
John F. Kennedy High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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