Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients.
Brett’s advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.
A dynamic speaker and entertaining teacher, his insights and instruction will be your best preparation for taking the CFP Board Exam. If you already have your CFP certification, he provides the kind of real world support you need through his online Continuing Education and fosters your knowledge to help drive your business to the next level.
Not only is his instruction and feedback informative and noteworthy, Brett is also easily accessible to his students. By signing up for his classes or audio updates, you will have his cell phone number and his e-mail address, giving you the individual feedback you need to better your career and your business.
Brett's live courses include -
Brett Danko as your personal instructor
Course material updated for every cycle of the exam. This is not true for some competitors who print in bulk use the material over a series of exams.
Pricing is inclusive of all materials. If you do need to retake the review course we charge you only our cost – no profit.
For students who do not pass the CFP Board Exam, Brett personally follows up with a review of the results and an individualized strategy for next steps.
If you want the best instruction from the best teacher and the support and guidance you need to make your career the best it can be, partner with Brett Danko today.
Why Brett’s approach is different
Brett is deeply committed to you—and to doing all that’s necessary to help you pass the CFP Exam. He walks you through everything needed for the exam, step-by-step, combining the best of materials, mentoring and performance feedback, all provided with compassion, competency and his 10+ years of experience. He will give you practical knowledge that will enhance your career by making you a better Financial Planner and helping pass your exam.
Charles C. Weeks, Jr., JD, CFP®, received his Bachelor of Science degree from LaSalle University in Finance with a minor in Accounting in 2001, and his Juris Doctorate from Villanova University School of Law in 2006, where he focused his studies on Tax and Estate planning.
Charles is the Founder and President of Barrister Wealth Management, LLC, a New Jersey Registered Investment Adviser, which provides financial planning, investment management and risk management for individuals, along with retirement planning and insurance solutions for business entities, and Barrister Higher Learning, LLC, which provides CFP® exam review courses, along with financial literacy presentations for audiences ranging from high school students to successful financial advisors at the world’s largest firms.
In addition, Weeks spearheaded the effort to create the undergraduate Financial Planning Concentration and the Continuing Studies Certificate in Financial Planning at Stockton University, where he serves as an Assistant Professor of Finance, Instructor and Program Coordinator.
Prior to founding Barrister Wealth Management, Charles was the Managing Director of a Registered Investment Advisor in Philadelphia. Mr. Weeks has worked in the Finance industry as both a Financial Advisor and Financial Analyst at Merrill Lynch, Morgan Stanley and Accenture.
M. Thomas Pablo
Thomas is a passionate and energetic teacher who really enjoys being with his students. Here is what you can expect from him in the classroom:
A first-hand knowledge that this is the quickest and best path to becoming a CFP® practitioner. Thomas is a Fast Track Graduate from 2006.
Understanding the material can be enjoyable when you learn it, instead of just memorizing it.
He helps you understand the material by taking complex ideas and breaking them down to simple concepts using everyday examples.
You will improve your practice immediately through applying CFP® concepts that have been learned over 20 years of experience in the financial services industry.
The secret to a good all-day classroom experience is being charismatic and entertaining all while staying on point. Thomas is invested in the success of his students to pass the CFP® and become lifelong practitioners.
“Living through 2008 made me realize the importance of independence and a focus on planning and not just investments. Money has a purpose – educating a child, protecting a lifestyle, or providing stability during uncertain times. Very rarely is it to simply make more money. I became a Certified Financial Planner to gain a deeper understanding of the components of a client’s life that go well beyond investments and often have a greater impact on achieving one’s goals.”
Thomas has a strong tech background and started in the financial services industry in 1993 and worked for Merrill Lynch starting in 2004. In 2011, Thomas fused his tech background, his MBA, and his CFP® credential to help build a financial planning-based RIA. Thomas has been working closely with people to help them reach their most cherished goals ever since.
Thomas has a bachelor’s degree from the University of Virginia and received his MBA from Georgetown University with the highest honors (Beta Gamma Sigma). A lifelong Washingtonian, he now lives in Bethesda, MD with his wife, three boys and an incredible black lab.
David has held various management and leadership positions in retail distribution, operations, human resources and most recently as a receiving and logistics manager for a major department store. His 35 years of leadership experience, his focus on customer service, and his organizational/procedural knowledge and ability make him an integral part of the Brett Danko Team.
David is a graduate of Allegheny College in Meadville, Pa. When not working David can be found on his bike enjoying the local Pennsylvania trails, around a baseball field watching his boys play, or walking down Central Park West as a Balloon Handler in The Macy’s Thanksgiving Day Parade®. He splits his time between the home he shares with his wife of 33 years, two of their sons and his dog Tank, in Harrisburg, Pa and their oldest son’s home near the Newtown, PA office.