Scottsdale

Connie Brezik

CFP, CPA, PFS

Wealth Advisor

8570 E. Shea Boulevard, Suite 140
Scottsdale, AZ 85260

Connie Brezik

Professional Certifications

  • CFP – CERTIFIED FINANCIAL PLANNER professional
  • CPA – Certified Public Accountant®
  • PFS – Personal Financial Specialist
  • NAPFA-Registered Financial Advisor

About Connie

As a fiduciary and fee-only wealth advisor, Connie wants to understand clients’ goals and wishes to best serve them. Connie uses a team approach to proactively provide comprehensive financial planning tailored to clients’ individual circumstances, one that includes portfolio management, tax strategies, practical wealth transfer considerations, retirement analysis and education planning. She welcomes the chance to help clients work through difficult situations, finding solutions that they may not have thought of and guidance about what to do as life changes occur.


Our objective is to help clients manage their finances to remove the worry and provide peace of mind. The personal relationships that Connie develops are for the long term, and they often involve meeting and working with a client’s children and grandchildren.

Connie, who takes great pride in educating investors in a clear and understandable way, writes a monthly column on investment and wealth planning for the Casper Star Tribune. Her financial advice has also appeared in a number of other national and industry media outlets, including USA Today, Worth, Mutual Funds Magazine, Financial Planning and the Journal of Accountancy.

Connie has worked many years as a CPA and in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER® and Personal Financial Specialist (PFS) and a NAPFA-registered financial advisor.

Connie is originally from Rapid City, South Dakota. Outside of work, she is active with charitable and civic organizations, enjoys traveling, and spending time outdoors.

Buckingham Strategic Wealth is not engaged in the practice of public accounting and is not registered as a public accounting firm.