Through his years of experience, Brandon understands how important it is to create a financial strategy to help clients reach their financial goals through every step of their financial life cycle. Brandon has established a practice and relationships based on ethical advice to best serve his clients goals and needs. Brandon views his clients as family, as many have developed into close friendships over the years. He works one-on-one with each of his clients to help develop a robust wealth management strategy, focusing on in-depth financial solutions, and he prides himself on being able to effectively communicate the advantages and disadvantages of different strategies with clients while also considering and explaining any risks associated and fees involved.
Brandon’s credentials include:
• B.A., California State University, Fresno
• Series 7, 66 Licenses
• Life and Health Licenses
• Certified Financial Planner, CFP®
• Registered Representative
• President of the LPCC Chamber of Commerce
Brandon is also passionate about helping others throughout his personal and professional life. He believes his life experience and journey can inspire those around him to choose to be winners in life, not just financially but in all facets. He is an active member of his community and his church and is the current President of the LPCC Chamber of Commerce since 2014.
On a personal note, Brandon is happily married to his wife Nicole and they have a handsome and very active son Jeremiah. Brandon enjoys spending time with his family and friends, watching and playing sports, and viewing everyday as an opportunity to do something great!