Brian Ake, CFP®

Brian Ake, CFP®

Financial Advisor

Brian joined Strategic Retirement Group in 2019 as a financial advisor. Brian obtained his BS in finance from the University of North Carolina at Wilmington in 2007. He also holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network® as an Investment Adviser Representative, and in 2023, obtained the CERTIFIED FINANCIAL PLANNER™ designation. Brian has worked in the financial industry since 2010, first working at Merrill Lynch before joining Strategic Retirement Group. Brian has been helping guide individuals to reach their financial goals and plan a path for their future.

Brian was born in Minnesota but spent 23 years in North Carolina before moving to Florida in 2008. He lives in Port St. Lucie with his wife, Maureen, and his two active children, Padraig and Samuel. In his free time, Brian enjoys staying active by playing golf, softball, and tennis. He is active in the community as part of local chambers of commerce and previously sat on the board with the Young Professionals of Martin County. He also enjoys volunteering and giving his time where and whenever he can.