Brett Gatta
Co-Owner | President
Work Experience
- Brett’s focus is providing a first-class experience for his clients. Over the years he has worked for large firms like Morgan Stanley and Guardian Life Insurance Company, which has helped form his well-rounded approach to financial planning. Because of the limitations on customization with large institutions, he formed ProNOVA to provide better service and solutions for his clientele. Focusing on employer retirement plans, family planning, and income solutions, he works with clients to customize a plan that will exceed their expectations so they can live the lifestyle of choice, wherever that may be.
Education
- As a registered fiduciary, he has a degree in Business & Economics from Empire State University. Brett continues to educate and adapt his practice as the financial industry undergoes constant change. He is well traveled through his Military career serving in the New York Air National Guard since 2006. From large institutions to small, his exposure to different types of financial planning methodology over the years has helped him become the planner he is today.
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. ProNova LLC and IFG are unaffiliated entities. OSJ Branch: ****** High Bluff Dr. Suite 200. San Diego, CA 92130 Licensed to sell securities in the following states: AZ, CA, FL, MA, NY, OR, SC, TX, UT Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.