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Brent Flota

CFP®

Portfolio Analyst

Brent Flota

CFP®

Portfolio Analyst

Biography

Brent joined Plancorp in 2018 after two years at a Chicagoland financial planning firm. A member of Plancorp’s portfolio management and BrightPlan’s client success teams, he utilizes his previous financial planning experience for both companies.

Initially drawn to the wealth management industry by an interest in investments, Brent has grown to love helping clients accomplish their goals—financial or otherwise—through comprehensive financial planning. He enjoys working for a firm that is committed to putting the interests of its clients first.

Originally from Mt. Vernon, Illinois, Brent enjoys reading, going to the movies, playing a variety of sports and cheering on the Fighting Illini. He and his wife, Sadie, are active members of their church and enjoy spending time with family and friends as often as possible.

Education

University of Illinois at Urbana-Champaign, B.S. Finance

Insights

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Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.

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