Christian Bretz
About Christian Bretz
Christian Bretz serves as the Director of Investments and Operations at Newfront Retirement Services, where he has worked since 2012. With over a decade of experience in the financial services industry, he holds both the Accredited Investment Fiduciary (AIF®) and Certified Investment Management Analyst (CIMA®) designations.
Work at Newfront
Christian Bretz has served as the Director of Investments and Operations at Newfront Retirement Services since 2012. In this role, he oversees investment strategies and operational processes within the organization. His tenure at Newfront spans over a decade, during which he has contributed to the company's growth and development in the financial services sector. Newfront is known for its innovative approach to retirement services, and Bretz's leadership plays a key role in its operational success.
Previous Experience in Financial Services
Before joining Newfront, Christian Bretz accumulated extensive experience in the financial services industry. He worked at Wells Fargo Insurance Services as an Investment & Operations Manager from 2005 to 2012. Prior to that, he served as a Retirement Plan Consultant at Marsh/Mercer from 2000 to 2005. His career began at Franklin Templeton, where he was a Retirement Plan Specialist from 1997 to 2000. This diverse background has equipped him with a comprehensive understanding of investment and retirement planning.
Education and Expertise
Christian Bretz earned a Bachelor of Science (B.S.) degree in Business Administration, Management and Operations from California Polytechnic State University-San Luis Obispo, where he studied from 1992 to 1996. In addition to his academic credentials, he holds the Accredited Investment Fiduciary (AIF®) designation and the Certified Investment Management Analyst (CIMA®) designation. These qualifications reflect his commitment to professional development and expertise in investment management.
Background in Financial Services
With over a decade of experience in the San Francisco Bay Area's financial services industry, Christian Bretz has developed a strong foundation in investment and operations management. His career trajectory includes significant roles at prominent firms, allowing him to gain insights into various aspects of retirement planning and investment strategies. This background has positioned him as a knowledgeable leader in his current role at Newfront.