Email: [email protected]

Bret L. Hodgdon

CPA, CFP®, CFE, CGMA

Partner

Bret is a Partner of Copper Leaf Financial.  He is a CPA and CFP® professional and graduate of Lyndon State College with a degree in Accounting and Business Administration.  Bret also graduated from Leadership Champlain and most recently from the Champlain College Excellence in Executive Leadership (ExcEL) 2013. With over 20 years of financial experience including public accounting and financial planning, Bret works closely with individuals and business owner clients to define their financial goals and fine-tune strategy to help ensure sound financial strategies. He lives in Jericho, Vermont with his wife Nicole and their two children, Grace and Gavin. Bret is a devoted Red Sox fan and enjoys skiing and spending time with his family.

Certifications

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Fraud Examiner (CFE)
  • Chartered Global Management Accountant (CGMA)

Memberships

  • Vermont Society of CPAs (VTCPA) and the American Institute of CPAs (AICPA)
  • Association of Certified Fraud Examiners
  • Board member and member of the finance committee for the Vermont Chamber of Commerce.
  • Board member and member of the finance committee for Vermont Businesses for Social Responsibility (VBSR).