Brittany Oates - Retirement Plan Consulting - Goldman Sachs Personal Financial Management

Brittany Oates

Reporting Analyst

Brittany Oates joined PFE Advisors, Inc. in early 2016 as a Reporting Analyst. She supports PFE’s Consulting team, assisting the Managing Director with quarterly client reporting and performing a variety of tasks on client projects, including quality control and back office support.

Brittany began her career as an attorney and concentrated her practice in coordinated estate planning before joining a financial services firm as in-house counsel. She holds the distinction of twice being named ‘Top Attorney’ in Estate Planning by the San Diego Daily Transcript. Brittany earned a B.A. in Geography, Urban Planning from the University of California, Santa Barbara, then graduated from the University of San Diego School of Law. Brittany is currently not a practicing attorney.