Bret Waering has been working with his clients since 2012. His focus on coordinating all areas of clients’ financial lives as critical tools help them grow into who they aspire to be. Bret’s personal outlook on life and the foundation of his practice is to have a 100-year vision; taking a critical snapshot of the past 100 years of generational experiences, positive & negative; learning from them, and building on wisdom to change the next 100 years.
Growing up in Nashville, Bret has planted deep roots in the community. His life’s journey has taken him across the country and the globe. He has cultivated countless meaningful relationships. With each person he meets, he strives to spur them on to full lives.
Bret’s family has over 70 years combined financial services experience. This, coupled with his 20 years of direct client service across various industries (marketing, communications, contracting), makes him fully equipped to develop strategies to walk with individuals, families and businesses to be as effective as possible towards their missions. His service and holistic methods are strengthened with the comprehensive approach to financial planning backed by Peachtree Planning.
Bret resides in Nashville with close family and community. He’s active in his community as a strong supporter of Prevent Child Abuse Tennessee & a Partnership Council member of the Refuge Center for Counseling. Bret is also active with Given Ministries where he travels with their organization across the country and the globe collaborating with those keeping people free around the world.
His office is located at 9019 Overlook Blvd., # D-1 • Brentwood, TN 37027 and the firm’s website is www.peachtreeplanning.com.