Brandy Branstetter, Cfp®

Brandy Branstetter, Cfp® Email and Phone Number

Principal—Wealth Advisor at Beyond Wealth @ Beyond Wealth
overland park, kansas, united states
Brandy Branstetter, Cfp®'s Location
Overland Park, Kansas, United States, United States
Brandy Branstetter, Cfp®'s Contact Details

Brandy Branstetter, Cfp® work email

Brandy Branstetter, Cfp® personal email

Brandy Branstetter, Cfp® phone numbers

About Brandy Branstetter, Cfp®

I once read that to find the work you were meant to do, you must satisfy three things: doing something you’re good at, feeling appreciated, and believing your work is improving people’s lives. I can truly say that as a financial planner and co-founder of Beyond Wealth, I have found my calling. My mission as a CERTIFIED FINANCIAL PLANNER(TM) professional is to empower my clients to take control of their financial lives by providing the guidance and education they need to make important financial decisions with confidence. I started my career in finance in 2005 and have been dedicated to continually learning everything I can about ways to help my clients achieve amazing things with their money. I am passionate about working with female professionals, executives, and entrepreneurs, allowing them to fully engage with a trusted advisor who is as enthusiastic as they are about achieving their goals.

Brandy Branstetter, Cfp®'s Current Company Details
Beyond Wealth

Beyond Wealth

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Principal—Wealth Advisor at Beyond Wealth
overland park, kansas, united states
Website:
beyond-wealth.com
Employees:
8
Brandy Branstetter, Cfp® Work Experience Details
  • Beyond Wealth
    Principal—Wealth Advisor
    Beyond Wealth Nov 2019 - Present
    Overland Park, Ks
    At Beyond Wealth, we collaborate with and guide high-achieving professionals, simplifying their lives with ongoing, clear, and actionable financial advice. From initial wealth building to retirement planning and beyond, we remain dedicated to supporting our clients on every step of their financial journey.
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  • Fresh Financial Planning
    Owner - Certified Financial Planner™ Professional
    Fresh Financial Planning May 2015 - Nov 2019
    Overland Park, Ks
    While planning for a successful financial future can be challenging for anyone, it can be especially exhausting when you are juggling life as a busy professional, wife, and mom. It’s important to make the right decisions with your money so you are able to accomplish the goals you’ve set for yourself and your family.My programs are designed to provide flexible comprehensive financial planning for clients that desire a meaningful partnership, education and actionable advice from their… Show more While planning for a successful financial future can be challenging for anyone, it can be especially exhausting when you are juggling life as a busy professional, wife, and mom. It’s important to make the right decisions with your money so you are able to accomplish the goals you’ve set for yourself and your family.My programs are designed to provide flexible comprehensive financial planning for clients that desire a meaningful partnership, education and actionable advice from their financial professional. Participation in these programs can help you gain clarity around complex financial topic, help you define meaningful financial goals and simplify your life by allowing you to make important financial decisions with confidence! Show less
  • Midwest Financial Partners
    Financial Advisor
    Midwest Financial Partners Nov 2012 - May 2015
    Overland Park, Ks
  • Affinity Asset Management
    Vice President
    Affinity Asset Management Nov 2008 - Nov 2012
    Overland Park, Ks

Brandy Branstetter, Cfp® Skills

Strategic Financial Planning Retirement Planning Investment Strategies Alternative Investments 401k Rollovers Independent Financial Advice Financial Education Risk Assessment Asset Managment Portfolio Optimization Tax Advantaged Investment Strategies Fixed Income Customer Oriented Asset Allocation Investment Management Financial Advisory Investment Portfolio Retirement Savings Traditional Ira Roth Ira Sep Ira Mutual Funds Variable Annuities

Brandy Branstetter, Cfp® Education Details

Frequently Asked Questions about Brandy Branstetter, Cfp®

What company does Brandy Branstetter, Cfp® work for?

Brandy Branstetter, Cfp® works for Beyond Wealth

What is Brandy Branstetter, Cfp®'s role at the current company?

Brandy Branstetter, Cfp®'s current role is Principal—Wealth Advisor at Beyond Wealth.

What is Brandy Branstetter, Cfp®'s email address?

Brandy Branstetter, Cfp®'s email address is br****@****set.com

What is Brandy Branstetter, Cfp®'s direct phone number?

Brandy Branstetter, Cfp®'s direct phone number is +191320*****

What schools did Brandy Branstetter, Cfp® attend?

Brandy Branstetter, Cfp® attended University Of Tulsa, Northwestern University.

What skills is Brandy Branstetter, Cfp® known for?

Brandy Branstetter, Cfp® has skills like Strategic Financial Planning, Retirement Planning, Investment Strategies, Alternative Investments, 401k Rollovers, Independent Financial Advice, Financial Education, Risk Assessment, Asset Managment, Portfolio Optimization, Tax Advantaged Investment Strategies, Fixed Income.

Who are Brandy Branstetter, Cfp®'s colleagues?

Brandy Branstetter, Cfp®'s colleagues are Matthew Garcia, Jesús Alberto, Jermaine Campbell, Andrew Comstock, Cfa.

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