Brittany Falkner, CFP®, EA
Brittany Falkner joined Boardwalk Financial Strategies in June of 2023 as a Wealth Manager. Brittany enjoys getting to know each client and assisting them in aligning their dreams and values with their financial picture. She is passionate about both financial planning and taxation, having survived 8 prior tax seasons as a tax preparer. Brittany comes to Boardwalk Financial Strategies with 8+ years of experience in the wealth management industry at various local Milwaukee wealth management firms.
Brittany earned her CERTIFIED FINANCIAL PLANNER TM certification (CFP ®) in November of 2018 after successful completion of the 6-hour exam and the 6,000 hours of professional experience requirement. Brittany also holds the Enrolled Agent designation after completion of 3 exams, allowing unlimited practice rights before the Internal Revenue Service. Brittany graduated from the University of Wisconsin-Madison with a Bachelor of Science in Personal Finance. In college, Brittany served as the Communications Director of FOCUS (Financial Occupations for University Students), volunteered as a free tax preparer for low-income families through VITA, and volunteered at the Dane County Humane Society as a “feline friend”.
Outside of work, Brittany enjoys traveling, hiking, visiting local farmers markets, and watching Wisconsin sports teams. In the community, Brittany is an active member of the Financial Planning Association, having served on the board from 2018 to 2022. She also volunteers as a high school financial literacy presenter through Secure Futures.
Brittany and her husband, Drew reside in West Allis, with their 2 cats and yellow lab. They are expecting their first child in early September!
Fun Facts about Brittany!
- One of the 23.7% of CFPs that are female
- Traveled to 7 different countries (and many more on her wish list)
- Was a cheerleader for 8 years
- Can speak some German