Fiduciary Education



14-Day Challenge

Jumpstart Plan Management Success in Just 2 Weeks



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Welcome to the Fiduciary Education 14-Day Challenge

Your Instructor


Brent Willey
Brent Willey

Brent Willey is currently the Co-Founder and Director at Fiduciary Education. In this capacity, Brent provides educational services to assist retirement plan sponsors and fiduciaries with their plan management. He is also one of the founders of the Retirement Plan Road Show, which is a series of summits and workshops that gather plan sponsors and industry leaders to discuss fiduciary best practices and improving participant outcomes

Brent is a specialist in plan benchmarking, investment advisor searches, retirement plan databases, and developing learning content for plan sponsors.

A graduate of San Diego State University, Brent earned a Bachelors of Science in Finance with an emphasis in Portfolio Management. He also holds Chartered Retirement Plan Specialist designation, from the College of Financial Planning.

In his free time, Brent enjoys tennis, surfing, and spending time with family and friends. He is passionate about investing, financial literacy, and youth sports.


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