Advanced designation expands specialized tax-planning knowledge within Fortress Financial Strategies’ Integrated Planning Process
GLENDALE, AZ — September 22, 2026 — Fortress Financial Strategies, a multi-family office specializing in private wealth management, retirement planning, and financial advice, has announced that Brett Andrews, CWS™, CEPA®, CExP™, NQPA™, CPFA®, Senior Wealth Manager, has earned the Tax Planning Certified Professional® (TPCP®) designation from The American College of Financial Services.
The TPCP® designation became official on July 1, 2026, after Brett satisfied the educational, ethical, and experience requirements established by the Board of Trustees of The American College of Financial Services. Continued use of the designation requires adherence to the College’s ethical, continuing education, and ongoing recertification requirements.
The designation reflects an advanced level of applied knowledge in tax planning. The TPCP® curriculum addresses complex tax situations, goal-oriented tax planning strategies, the tax implications of various investment vehicles, retirement and investment strategies, estate planning, and other financial situations in which tax considerations can play an important role.
For Fortress Financial Strategies, Brett’s achievement further strengthens the firm’s Integrated Planning Process by adding specialized tax-planning knowledge to conversations involving investments, retirement income, estate planning, business ownership, and other long-term financial decisions.
“Tax considerations can influence nearly every part of a client’s financial plan, from investment decisions and retirement income to estate planning and business strategy. Earning the TPCP® designation allows me to deepen that knowledge and incorporate it into the Integrated Planning Process we use at Fortress, with the goal of helping clients make more informed financial decisions,” said Brett, Senior Wealth Manager at Fortress Financial Strategies.
Fortress Financial Strategies works with individuals and families, high-net-worth investors, corporate executives, business owners, retirees, and pre-retirees through an Integrated Planning Process designed to bring the different areas of a client’s financial life together.
The firm’s planning approach may include personal financial planning, retirement planning, investment management, estate planning, tax planning considerations, business owner planning, business succession planning, executive compensation, insurance planning, risk management, and related financial services.
Tax considerations can affect many of these areas simultaneously. Investment choices may carry tax implications, while the timing and structure of retirement distributions can affect a client’s broader tax picture. Estate and business succession strategies may introduce additional considerations. Incorporating tax awareness into a broader financial plan allows these decisions to be evaluated as interconnected parts of a long-term financial strategy rather than as isolated events.
The TPCP® designation supports that approach by providing specialized education focused on understanding how tax considerations interact with financial planning decisions. The American College of Financial Services describes the credential as demonstrating breadth and depth of knowledge in tax planning, including complex tax situations, investment-related tax implications, retirement strategies, estate planning, and other areas where taxes can affect financial decisions.
Brett’s latest designation also builds upon the professional education and credentials he already brings to his role as Senior Wealth Manager at Fortress Financial Strategies, including CWS™, CEPA®, CExP™, NQPA™, and CPFA.
The additional education supports Fortress Financial Strategies’ emphasis on looking beyond any single investment, account, insurance product, or financial decision. Through its Integrated Planning Process, the firm evaluates how retirement planning, investments, tax considerations, estate planning, risk management, business planning, and other financial priorities may interact over time.
Clients and prospective clients can learn more about Brett’s TPCP® designation, specialized tax planning, and how tax considerations fit within the Fortress Financial Strategies planning process by visiting:
Learn More About Tax Planning Certified Professional® Planning at Fortress Financial Strategies
Brett’s TPCP® credential can also be independently verified through The American College of Financial Services’ official credential platform:
Based in Glendale, Arizona, Fortress Financial Strategies serves clients throughout the West Valley, Greater Phoenix, and nationwide through in-office and virtual advisory relationships. The firm works with individuals, families, executives, and business owners seeking to bring multiple areas of their financial lives together through a disciplined, long-term planning process.
About Fortress Financial Strategies
Fortress Financial Strategies is a Glendale, Arizona-based multi-family office specializing in private wealth management, retirement planning, and financial advice for individuals, families, corporate executives, and business owners. The firm provides planning across personal financial planning, retirement planning, business owner planning, integrated wealth management, investment management, estate planning, tax planning considerations, business succession planning, executive compensation, insurance planning, and related financial services.
Fortress Financial Strategies focuses on helping clients build and protect financial independence through its Integrated Planning Process, disciplined financial strategy, and long-term advisory relationships.
About The American College of Financial Services
The American College of Financial Services is an accredited institution providing education for financial professionals through professional designations, graduate degree programs, continuing education, and applied financial knowledge. The College promotes applied financial knowledge, lifelong learning, and ethical standards for the benefit of society.
Media Contact
RM Daugherty
Director of Marketing & Communications
Fortress Financial Strategies
Website:https://www.fortressfinancialstrategies.com
Email: randy@thefortresscompanies.com
Phone: 623.255.5180
Disclosure: Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.