Brandon's experience of being a professional athlete, corporate banker, business owner, and financial advisor brings a dynamic process to working with clients on investment planning and management strategies. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional he is an Advisor for Penniall and Associates. Brandon attended UCLA where he was a captain on the Varsity Baseball Team. After graduating with a degree in Sociology and minor in Political Science, he was drafted by the Houston Astros in the MLB Amateur Draft. Brandon played two years of professional baseball before beginning a career in Corporate Banking with Union Bank. Following a four-year stint in Corporate Banking, he transitioned into private wealth management to pursue his passion to help educate individuals and their families on their financial lives. Brandon has also been involved with several non-profit organizations in varying capacities. He also heads up the Athlete Wealth Management division of Penniall & Associates.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.