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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Brent Wadzita

If you’re looking for a financial advisor with the heart of a teacher, you’ve come to the right place! We simplify your financial life and educate you on how it all fits together. Then we guide you on your journey, to show you where the pitfalls might be, and to wake you up when you’re drifting in the wrong direction.

I especially love working with members of our United States Armed Forces. Navy, Air Force, Army, Marines, Coast Guard (and soon to be Space Force!). The men and women who serve in our country’s military deserve a homefront support system that provides proactive financial insight and wisdom. Life with the military presents unique challenges and opportunities that we help point out during and after the Active Duty career phase.

The military has been part of my life for generations. My grandpa, my dad, and two of my uncles graduated from the US Naval Academy, and my other grandpa was a retired Major in the US Marine Corps.

Born in San Diego, the first decade and a half of my life was spent moving every 2 years and occasionally writing letters back and forth to my dad while he served on 4 overseas deployments. He faithfully served our country during his 25 year military career as a submarine officer. We moved to duty stations in California, Washington, Virginia, and Hawaii. When he retired at 47 years old, he was able to make lifestyle and retirement choices not available to many others his age. This unique aspect of military life provides endless paths to pursue at a relatively young age. Let’s optimize the choices you’ll have on your journey!

My money philosophy: Personal finance is primarily behavioral, but also based on thoughtful decision-making backed by well-thought-out math. I guide clients through the Dave Ramsey 7 Baby Steps, help them build a portfolio with a mix of mutual fund investments to seek growth and/or income through stocks, bonds, and real estate funds, and offer encouragement and advice along the way.

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More About Brent:

  • Dave Ramsey SmartVestor Pro since 2014
  • Financial Peace University graduate: Dec 2010
  • Financial Peace University coordinator: 2015 & 2019
  • FINRA Investment Licenses (in over 25 states): Series 6, 63, 65, and 7
  • Insurance licenses (multiple states): Life, Health, Disability, Long-Term Care
  • Virginia Tech alumni 2011. Major: Finance, Minor: Theatre Arts
  • Financial Professional since 2013
  • Favorite NFL team: Green Bay Packers
  • Hobbies: being a dad, spending time with my family, anything related to the iPhone, singing, acting, playing guitar, volleyball, kayaking, telling and hearing corny jokes
  • Live in Pensacola, FL with my wife Amy, my two kids Eliana (3) and Daxton (2), and my two hilarious and adventurous dogs: Hokie (a schnoodle) and Beamer (our miniature schnauzer rescue). We LOVE the Gulf Coast, but grew up mostly in Virginia Beach
  • I’m heavily involved with my church (First City Church) and love leading their Finance Team. I try to make my community a better place through assisting non-profits and fellow neighbors
  • I enjoy spontaneous adventures, exploring/traveling to new places with my family, and molding the character of my children
  • What makes me come alive: encouraging people to stop, listen to the calling Jesus Christ and the Holy Spirit whispers to them, make changes to reach their potential, then go and influence others to do the same

Locations Served

Contact

  • brent@smartprousa.com
  • 850-710-0995
Office Address: 3298 Summit Blvd
Suite 32
Pensacola, FL 32503
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
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