Brent Horvath works closely with Gries Financial clients on all aspects of personal and family financial planning. This includes retirement planning, estate planning, tax planning, and asset allocation. Prior to joining Gries Financial in 2003, he was an Investment Consultant at Charles Schwab. Brent has a B.B.A. in Finance from Ohio University with a minor in History and is a Certified Financial Planner (CFP). He is a member of the Financial Planning Association, the Estate Planning Council of Cleveland and is an alumnus of the Cleveland Bridge Builders program. Brent also serves as the Treasurer of The Center for Principled Family Advocacy and S.T.A.R.T. (Support To At-Risk Teens), and
Brent Horvath
Senior Director, Wealth Management Services
Gries Financial
United States, Ohio, Cleveland
About Me
Profile Information
Senior Director, Wealth Management Services
Gries Financial
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Cleveland
Ohio
United States
Jul 24, 2024
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