
As an Executive Vice President and Financial Advisor at Seventy2 Capital, Brandon spends time learning about each client’s goals and financial concerns and provides an individualized comprehensive investment plan with a heavy focus on tax management. Brandon works with clients from all backgrounds, including business owners, individuals, and professionals.
Brandon has been working in the financial services industry for 18 years. Prior to joining Seventy2 Capital, he worked as a Financial Advisor with Ameriprise and Wells Fargo Advisors. Brandon’s dedication to his clients is seen further through his certifications such as the Charted Retirement Planning Counselor™ designation.
Brandon lives in Colts Neck, NJ with his wife Christina and his two children. Brandon earned his degree in Finance from the University of Rhode Island in 2006. Outside of work, he is an avid offshore tournament fisherman and a licensed captain.
CA Insurance License #: 0I61685. Resident State NJ.
*Wells Fargo Advisors Financial Network does not provide legal or tax advice. We encourage you to speak to your chosen tax advisor regarding your specific situation.
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