Brent R. Mekosh, CFP®

Partner, MP Advisors, LLC

Brent’s goal is to understand the core values of his clients which motivate their short-term and long-term financial goals. Using this knowledge, Brent seeks to help preserve, enhance and simplify wealth management for a select group of people.

Before co-founding MP Advisors, LLC, Brent led Mekosh Financial Services, LLC. Earlier in his career, Brent was Vice President of trading and a member of the New York Stock Exchange with Bear Wagner Specialists and its predecessor firms. Brent earned an MBA concentrating in Finance and International Business from New York University and a B.S in Finance from the University of Colorado at Boulder. He is currently working towards a Certificate in Innovation and Entrepreneurship at Stanford University. He holds the Series 4,7,24,31,51,63 and 65 licenses and is a CERTIFIED FINANCIAL PLANNERTM Professional.

Brent moved to Arizona from New York City in 2007. He serves on the boards of the Armstrong Family Foundation and A 2nd Act. He is an alumnus of Scottsdale Leadership, Class XXIV, and was cited by the Phoenix Business Journal as one of Arizona’s “Forty under 40” in 2009. Brent is also a member of Valley Estate Planners.

Brent lives in Phoenix with his wife Paige, their son Nicholas and their dog Kansas. He is a certified SCUBA diver and an instrument-rated pilot. In addition to working with his clients, Brent enjoys trail running, ultramarathons and iron-distance triathlons.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of this investment professional on FINRA’s BrokerCheck