COORDINATED CAPITAL CONSULTANTS LTD.

Founded in 1983, Coordinated Capital Consultants Ltd. is a family business specializing in helping other families, individuals and businesses with achieving financial security and independence through the use of proven financial strategies focused on protecting against loss and taxation, all while increasing and safeguarding assets.

Coordinated Capital Consultants Ltd
OhlHeadshots-08-website

W. BRENT OHL CLU, CHFC

President

​Brent has over 45 years of experience providing...

W. BRENT OHL CLU, CHFC

Position: President
Brent has over 45 years of experience providing high quality financial solutions that meet the needs for businesses, individuals and families. He has obtained the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) demonstrating his knowledge and ability to provide sound advice in financial, insurance and estate planning matters.

Brent’s start in the financial services industry began as a life insurance sales manager with Met Life before joining Mutual of New York (MONY) as a sales representative in 1976. He was an Executive Vice President with APB financial for 14 years providing wealth management services to closely held businesses and their owners. In 1983 Brent started Coordinated Capital Consultants, Ltd. focusing on providing financial services to businesses and families. These services include: Tax Advantage Retirement Strategies, Wealth Transfer & Conservation (Estate Planning), Executive Benefits, Life Insurance Review & Strategies and Business Succession Planning.

Read More