About Brandon
In his advisory role, Brandon facilitates ongoing wealth management services for the firm's clients, including financial planning and portfolio management, as well as tax and estate planning. Brandon works closely with clients to develop tailored strategies and foster a collaborative experience. In addition to working with clients, Brandon chairs the Portfolio Oversight Subcommittee, which is tasked with assessing and monitoring client portfolio allocations, tax management, risk, and execution of trades across the firm. He also sits on the firm's Investment Committee.
He is an active member of the Financial Planning Association’s San Diego chapter. In his spare time, Brandon enjoys playing golf and pickleball, taking his dog Apollo for a walk on the beach, or simply spending time with friends and family.
Education and Professional Milestones
-University of San Diego - bachelor of business administration in finance and master of science in finance, both with honors
In his advisory role, Brandon facilitates ongoing wealth management services for the firm's clients, including financial planning and portfolio management, as well as tax and estate planning. Brandon works closely with clients to develop tailored strategies and foster a collaborative experience. In addition to working with clients, Brandon chairs the Portfolio Oversight Subcommittee, which is tasked with assessing and monitoring client portfolio allocations, tax management, risk, and execution of trades across the firm. He also sits on the firm's Investment Committee.
He is an active member of the Financial Planning Association’s San Diego chapter. In his spare time, Brandon enjoys playing golf and pickleball, taking his dog Apollo for a walk on the beach, or simply spending time with friends and family.
Education and Professional Milestones
-University of San Diego - bachelor of business administration in finance and master of science in finance, both with honors