Brian Headshot
Brian Puckett
CFP®, CPA/PFS, Attorney at Law

Brian's entrepreneurial spirit drove him to establish Align Wealth Management in order to fill an important void for individuals, families, and small business owners seeking something different and something special within the financial services industry.

Brian is a CERTIFIED FINANCIAL PLANNER™, a CPA with Personal Financial Specialist (PFS) credentials, and an attorney, making him one of the few "Triple Board Certified" financial advisors in practice today. Business Week listed Brian among the Top 50 most experienced independent financial advisors in the United States. His trio of high caliber credentials underscores a personal passion for helping clients make the most of their financial lives. Brian is an engaging speaker, with appearances in the local and national financial press. He also has served as adjunct professor at the University of Central Oklahoma and has lectured at a variety of institutions and continuing education programs for financial planners, CPAs, and attorneys. Brian is an active member of the Oklahoma and American Bar Associations, the Financial Planning Association, and the Personal Financial Planning sections of the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants.

Brian is also a member of the American Association of Attorney-Certified Public Accountants. The AAA-CPA is the only organization comprised of individuals who are dually-qualified as attorneys and CPAs.

Brian graduated in the top 10% of his class at the University of Oklahoma School of Law and he holds a bachelor's in business degree (with high honors) from the University of Oklahoma. Brian enjoys spending time with his son, Jay. Brian also enjoys a number of sporting activities, including bicycling, paddle boarding, and golf - although he's a self-confessed hacker on the links.

Phone: 800-401-6477