Broker Check
Joseph W. Brezden, CLU®, ChFC®, CFBS, CRPC®, CBEC®

Joseph W. Brezden, CLU®, ChFC®, CFBS, CRPC®, CBEC®

Founding Partner

Joseph W. Brezden is the founder of Brezden Wealth Advisors (BWA) and brings over 35 years of experience to his clients in the areas of Business Owner/Exit Planning, Estate Planning, Retirement Planning, and Investment Planning.

Prior to forming BWA, Joe worked with Sagemark Consulting, a division of Lincoln Financial Advisors, and as a partner in the firm of Jones & Brezden, Inc., while serving as a Registered Representative of MML Investors Services, Inc., and a career agent with the MassMutual Life Insurance. Joe was also a partner in The Business Succession Group and is one of the founding members of the Family Business Program at the University of Southern California (USC) School of Business.

Joe is currently an active member of the Orange County Chapter of the Society of Financial Service Professionals.

Joe resides in Anaheim Hills, California with his wife, Sharon. He is a proud father of three children and has been active in his local community, coaching little league soccer and baseball.