Brett Roenick, SE-AWMA™

Wealth Advisor

broenick@alphacore.com
San Diego, CA

Education & Accreditation

  • University of San Diego, B.S in Business Administration with a concentration in Finance
  • Sports & Entertainment Accredited Wealth Management Advisor™

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.

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