Brian Puckett

As co-founder and managing partner of Align Wealth Management, Brian Puckett has led his company to become the top financial advisory firm in the state of Oklahoma. He comes to his leadership role with degrees in law, accounting, and finance, as well as triple board certification as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), and personal financial specialist (PFS). With these credentials and more than 15 years of professional experience, Brian Puckett has earned recognition from BusinessWeek Magazine as one of the most experienced independent financial advisors.

Brian Puckett has a career history that includes time as a CPA for Pricewaterhouse Coopers, currently the largest professional services firm in the world. Also experienced as a commercial law attorney with Fowler White Boggs, he established Align Wealth Management in 1993. Since that time, he has helped numerous clients develop simple, workable financial plans with the goal of realizing personal and organizational objectives. Mr. Puckett is based both in Treasure Island, Florida, and Edmond, Oklahoma. Outside of his professional life, he enjoys spending time with his son, bicycling, and paddle boarding along the beaches of Treasure Island.