Brandon Smith, Cfp®

Brandon Smith, Cfp® Email and Phone Number

Founder at Flywheel Private Wealth @ CFP Board
California, United States
Brandon Smith, Cfp®'s Location
San Francisco Bay Area, United States
Brandon Smith, Cfp®'s Contact Details

Brandon Smith, Cfp® work email

Brandon Smith, Cfp® personal email

About Brandon Smith, Cfp®

For over 17 years, I have helped clients navigate the complexities of capital markets. With extensive experience throughout a variety of market cycles, I have dedicated my career to delivering tailored planning and investment solutions that help clients meet their diverse financial needs. I have earned the CERTIFIED FINANCIAL PLANNER TM mark, and I also hold the Series 7 and 66 registrations. I began my career as a financial advisor with Merrill Lynch’s Private Client Group in Salt Lake City, where I developed my understanding of the specific needs of high net-worth individuals and families. I also spent time building a large practice at JPMorgan Chase upon returning to California. I joined Wells Fargo Advisors in 2012 to provide advisory services to a smaller, more select group of clients. I launched Flywheel Private Wealth in 2023 to work with clients in a fee-only capacity as part of a Registered Investment Advisor (RIA).

Brandon Smith, Cfp®'s Current Company Details
CFP Board

Cfp Board

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Founder at Flywheel Private Wealth
California, United States
Brandon Smith, Cfp® Work Experience Details
  • Cfp Board
    Cfp Board
    California, United States

Brandon Smith, Cfp® Skills

Investments Retirement Planning Concentrated Stock Management Asset Allocation Employee Stock Options Risk Management 401k Planning

Frequently Asked Questions about Brandon Smith, Cfp®

What company does Brandon Smith, Cfp® work for?

Brandon Smith, Cfp® works for Cfp Board

What is Brandon Smith, Cfp®'s role at the current company?

Brandon Smith, Cfp®'s current role is Founder at Flywheel Private Wealth.

What is Brandon Smith, Cfp®'s email address?

Brandon Smith, Cfp®'s email address is br****@****ors.com

What skills is Brandon Smith, Cfp® known for?

Brandon Smith, Cfp® has skills like Investments, Retirement Planning, Concentrated Stock Management, Asset Allocation, Employee Stock Options, Risk Management, 401k Planning.

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