Brett Roenick

Wealth Advisor
San Diego, CA

Education & Accreditation

  • University of San Diego, B.S in Business Administration with a concentration in Finance

Brett Roenick is a wealth advisor at AlphaCore Wealth Advisory. His approach is centered on establishing a comprehensive understanding of his clients’ financial objectives, identifying opportunities within portfolios, and utilizing innovative strategies to achieve their desired outcomes. Prior to AlphaCore, Brett was an advisor at Merrill Lynch Wealth Management. With a focus across multiple asset classes, Brett recognizes the importance of diversification to preserve capital, fuel accumulation and manage downside risk.

Brett currently resides in Cardiff by the Sea, California. In his free time, he enjoys playing golf, watching sports, traveling and spending time with friends and family.

* Indicates a required field

I am interested in learning about the services of AlphaCore Wealth Advisory LLC, an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone and/or email, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

This consent is effective unless and until revoked by me, which may be done at any time by emailing, by calling 858-875-4100, or by notifying the representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.