Simplified Financial Advice.
Meet Brent
A CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA), Brent began his career in the financial services industry in 1987. He acts in a Fiduciary capacity when rendering advice and is careful to always place his client’s needs before his own. He is driven to serve and is committed to the principles of trust, integrity, and full transparency
He earned a Bachelor of Science in marketing and a master’s degree in taxation from Arizona State University. Brent worked as a CPA in the tax division of a large international accounting firm before embarking on a career in financial planning. Prior to joining Carson Wealth in 2021, he founded Integrated Wealth Management (IWM) in 2001 which subsequently grew to become one of the largest independent RIA firms in AZ.
Brent is a professional speaker on various taxation subjects and conducts comprehensive retirement planning seminars for several large corporations, including AT&T, APS, Boeing, Medtronic and Motorola. He spent several years teaching non-accredited financial planning workshops throughout the Maricopa Community College District. He has appeared as a guest speaker on “Your Money Matters” and the “Retirement Clinic” on KFYI Radio 550 AM. Brent is a three-time recipient of the prestigious Five Star Professional award, as seen in Phoenix Magazine.
Brent and his lovely and energetic spouse, Vickie, both have deep roots in Arizona as fourth- and third-generation Arizonans, respectively. They have four children and four grandchildren. Both lead active lifestyles and have a great appreciation for nature and the outdoors. They love spending time with family, especially at their cabin in Pinetop where they hike, mountain bike and fly fish in the beautiful streams and pristine lakes in the White Mountains. Brent spent years coaching youth sports and now enjoys hiking and golf in his spare time. He also recently crossed an item off his bucket list: deep sea fishing in Alaska.
The Five Star Wealth Manager award awarded to Brent Pine: 2017, 2018 and 2020 administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. The Five Star award is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
