Brett LaFerrera

Business Philosophy and Biography:

My goal is to provide my clients with assistance building their financial freedom by providing holistic financial planning.  I have 24 years of knowledge and experience helping clients build strong financial foundations.  This begins with insuring your Home, Auto, and Life, making sure coverages are appropriate.  We then start building your financial freedom using our Wealth Management Services.   My personal goal is to become our clients trusted advisor and a lifetime local financial resource.

Products and Services:

  • Property and Causalty - Auto and Home Insurance
  • Life and Disability Insurance
  • Financial Planning, IRA Consolidations/Rollovers, 401K, 403B, 457
  • Wealth Management Services, Stock, Bonds, Mutual Funds, Fixed and Variable Annuities


  • Licensed to sell Home and Auto Insurance
  • Licensed to sell Life and Health Insurance
  • Registered to offer Securities products
  • Graduate of University of Wisconsin- BA Political Science
  • Graduate of The American College -Master of Science in Financial Services,  MSFS
  • Graduate of College for Financial Planning – Chartered Retirement Planning Counselor- CRPC ®
  • Graduate of The American College –Chartered Financial Consultant – CHFC ®


  • Resident: Tuscaloosa, Alabama
  • Family: Married 15 years to wife Jessica with two children Katie and Corrine.
  • Hobbies: Tennis, Soccer - Advance National Coaching and USSA C License.


  • Patriots Business Network
  • President of UA Soccer Booster Club “Crimson Assist”.
  • President / DOC Tuscaloosa United Soccer Club 2010-2013
  • Member:  North River Church
Phone 205-469-9206
Fax 866-232-2348
Mobile Phone 205-394-7105