Brittany Falkner, CFP^®, EA

Brittany Falkner is a Lead Wealth Manager at Boardwalk Financial Strategies, where she helps clients bring clarity and confidence to their financial lives. She works closely with individuals and families to organize every aspect of their financial picture, so decisions feel intentional rather than overwhelming. Brittany combines a warm, personal approach with deep experience in both wealth management and taxation.

 

Prior to joining Boardwalk Financial Strategies in 2023, Brittany spent more than seven years in the wealth management industry at local Milwaukee firms, working as both an advisor and tax preparer. She enjoys partnering with clients through life’s transitions, providing thoughtful guidance so they feel informed and empowered every step of the way.

 

Brittany graduated from the University of Wisconsin–Madison with a Bachelor of Science in Personal Finance degree. In 2018, she went on to obtain both the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Enrolled Agent (EA) designation. These credentials require extensive, rigorous preparation—EA candidates must pass three federal tax exams, while CFP® professionals must complete demanding coursework and accumulate 6,000 hours of professional experience before using the designation. Both certifications are highly respected across the financial services industry.

 

Outside of work, Brittany enjoys spending time with her family, traveling, and visiting local farmers markets. She is an active member of the Financial Planning Association and serves on its Board of Directors as Secretary. Brittany is also a member of the Waukesha Estate Planning Council.

 

Brittany and her husband, Drew, reside in West Allis with their daughter, Ada, and son, Owen. Their family is not complete without mention of their two cats, Jackson and Cooper, and their dog, Marshall.