Brittany Wilson Kubala, CFP®

CA Ins. Lic. # 4452297

After graduation from the University of Florida with a BSBA in Finance, I started my career as a financial advisor with AXA Advisors in 2015. AXA Advisors, LLC was rebranded to Equitable Advisors LLC in January 2020.  I decided to become a financial advisor because there is nothing more important to me than helping people obtain their financial goals.

Financial phases can be as simple as setting up your first retirement plan, or as complex and confusing as funding college education, planning for aging parents, long term care decisions, business planning, and estate planning. As you navigate these paths in life, my objective is to serve as your financial guide to help you achieve your goals.

 I strive to provide the highest level of professionalism by:

• Listening to my clients
• Being objective and open
• Providing professional service and advice with integrity

Professional development is of upmost importance to me. I have dedicated myself to further developing my knowledge throughout my career. I completed my CERTIFIED FINANCIAL PLANNER™ professional certification in April of 2018. Although many professionals my call themselves “financial planners”, CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and they know to make recommendations in your best interest. In addition to my CFP® designation, I also hold various licenses – Series 7, Series 66, & applicable State Insurance Licenses.

 I grew up locally in a family that valued hard work and serving others. My husband, daughter, and I currently reside locally in Fernandina Beach, FL where we both attended grade school & high school. We are blessed to continue to be a part of such a great community.

 When I’m not working with clients, you may find me out & about around town - dining, shopping, exercising, and socializing. Relationships are so important to me; therefore, I’m often out mingling with friends & family.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

_{Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.}