Brett Krutiansky-Stav

Growing up in a household where financial news was a constant presence, with the TV always set to CNBC or Bloomberg and reading The Wall Street Journal on the way to school, Brett developed an early understanding of the importance of personal finances. This foundational knowledge sparked a lifelong passion for the financial world. After many years as a software engineer, Brett joined the family business to transform CBK Wealth into the most technologically savvy firm it can be. In college, his capstone project involved using AI to read financial statements and make stock market predictions, almost five years before the launch of ChatGPT. With a love of history, he is particularly passionate about leveraging recent advancements in artificial intelligence to navigate the complex world of equities, taxes, and estate planning. He believes that AI can revolutionize how individuals manage their finances, ensuring accuracy, efficiency, and personalized strategies for wealth management. By integrating cutting-edge technology, Brett aims to provide clients with unparalleled insights and solutions, making financial planning more accessible and effective for everyone.