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Brent Beene: Why Wealth Management?

How Brent’s family history made him passionate about his career.

A team approach

Our people collaborate to deliver highly personalized service to you.

Charlotte Caporrino
Charlotte Caporrino
RP®
Client Service Administrator
Gerald M. Korey
Gerald M. Korey
CFP®
Analyst
Matt Masterson
Matt Masterson
CFP®
Wealth Advisor
Philip Metz
Philip Metz
Client Service Administrator

Team member name and title

Team member contact

Brent counsels and advises individuals and families on financial planning and investment management. Brent has been with RegentAtlantic since 2005 and serves on the firm’s Management Committee. He has a particular focus on the unique planning and investment needs of Business Owners. Prior to joining RegentAtlantic, Brent was with Wealth Builders, Inc. where he also worked with high-net-worth individuals and families. Brent is a CERTIFIED FINANCIAL PLANNER™ certificant and holds a BBA in Finance and an MS in Personal Financial Planning and Business Administration from Texas Tech University. Brent was one of approximately 50 participants in the state of New Jersey selected to be a member of the 2010 class of Leadership New Jersey and is a Graduate Fellow. He has been quoted in numerous financial publications, spoken at multiple venues, and has served in leadership roles in the Financial Planning Association (FPA). Brent, his wife and son live in Westfield and are active with The Seeing Eye, Inc. of Morristown. He is a former member of the Board of the Optimist Club of Westfield and the former Chair of the Church Council for the Westfield United Methodist Church. Brent is also currently serving as a member of the Texas Tech Personal Financial Planning Alumni Advisory Board and the Association for Corporate Growth.

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