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Noreen B

CFP®, Series 66

Springfield, TN

Facet

Noreen Burtner is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Facet since 2020. She previously worked at TIAA for five years. Facet serves individual members across a broad range of wealth levels, providing tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and utilizes primarily ETF-based discretionary asset-allocation programs.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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