AeroLeads people directory · profile
Jeff Branson, Mba, Cfp®, Ea Email & Phone Number
Wealth Advisor
at
PacificView Wealth Management
1 work email found
@bransonfp.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Santa Clara, California, United States
Company size
Who is Jeff Branson, Mba, Cfp®, Ea? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeff Branson, Mba, Cfp®, Ea is listed as Wealth Advisor at PacificView Wealth Management, a company with 8 employees, based in Santa Clara, California, United States. AeroLeads shows a work email signal at bransonfp.com and a matched LinkedIn profile for Jeff Branson, Mba, Cfp®, Ea.
Jeff Branson, Mba, Cfp®, Ea previously worked as Founder and Wealth Manager at Branson Financial Planning and Investment Advisor Representative at John Stokes Financial. Jeff Branson, Mba, Cfp®, Ea holds Master Of Business Administration (M.B.A.), Finance from Saint Mary'S College Of California.
Company email context
Email format at PacificView Wealth Management
This section adds company-level context without repeating Jeff Branson, Mba, Cfp®, Ea's masked contact details.
{first}@bransonfp.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jeff Branson, Mba, Cfp®, Ea. Compare company email patterns before reaching out.
Profile bio
About Jeff Branson, Mba, Cfp®, Ea
Jeff Branson, Mba, Cfp®, Ea is a Wealth Advisor at PacificView Wealth Management. He possess expertise in sales, customer service, cold calling, account management, microsoft office and 15 more skills.
Listed skills include Sales, Customer Service, Cold Calling, Account Management, and 16 others.
Current workplace
Jeff Branson, Mba, Cfp®, Ea's current company
Company context helps verify the profile and gives searchers a useful next step.
Pacificview Wealth Management
7 roles
Jeff Branson, Mba, Cfp®, Ea work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
CurrentAdvisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as PacificView Wealth Management and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for.
Feb 2024 - Present
Founder And Wealth Manager
Branson Financial Planning
Financial Planning, tax planning, and investment management for busy professionals. We partner with folks who are career focused, strategic thinkers who value collaboration and delegation. We believe advice should be clear of conflicts of interests and delivered in a fiduciary manner at all times. This means no commissions, kick-backs, or referral fees..
Mar 2020 - Feb 2024
Investment Advisor Representative
Advisory Services Offered Through Investacorp Advisory Services, Inc.A SEC Registered Investment Advisory Firm.Securities by licensed Individuals Offered Through Investacorp, Inc.A Registered Broker/DealerMember FINRA, SIPCThe accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor.
Apr 2016 - Feb 2020
Graduate Student
Jun 2013 - Dec 2016
Financial Analyst
BWA is a public finance consulting firm with over 50 years of experience providing independent, expert financial advice to public agencies throughout California and the western United States. Our firm was established in 1964 and is owned and managed by its principal consultants. We specialize in three interrelated services: utility rate and fee studies.
Apr 2015 - Apr 2016
Associate District Manager
Responsible for marketing and selling ADP's small business products by primarily focusing on building/sustaining relationships with ADP's largest revenue channel, the accountant community, to secure new clients.
Jun 2012 - May 2013
2 education records
Jeff Branson, Mba, Cfp®, Ea education
Master Of Business Administration (M.B.A.), Finance
Saint Mary'S College Of California
Business Administration, General Management
California State University-Sacramento
FAQ
Frequently asked questions about Jeff Branson, Mba, Cfp®, Ea
Quick answers generated from the profile data available on this page.
What company does Jeff Branson, Mba, Cfp®, Ea work for?
Jeff Branson, Mba, Cfp®, Ea works for PacificView Wealth Management.
What is Jeff Branson, Mba, Cfp®, Ea's role at PacificView Wealth Management?
Jeff Branson, Mba, Cfp®, Ea is listed as Wealth Advisor at PacificView Wealth Management.
What is Jeff Branson, Mba, Cfp®, Ea's email address?
AeroLeads has found 1 work email signal at @bransonfp.com for Jeff Branson, Mba, Cfp®, Ea at PacificView Wealth Management.
Where is Jeff Branson, Mba, Cfp®, Ea based?
Jeff Branson, Mba, Cfp®, Ea is based in Santa Clara, California, United States while working with PacificView Wealth Management.
What companies has Jeff Branson, Mba, Cfp®, Ea worked for?
Jeff Branson, Mba, Cfp®, Ea has worked for Pacificview Wealth Management, Branson Financial Planning, John Stokes Financial, Saint Mary'S College Of California, and Bartle Wells Assoc.
How can I contact Jeff Branson, Mba, Cfp®, Ea?
You can use AeroLeads to view verified contact signals for Jeff Branson, Mba, Cfp®, Ea at PacificView Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jeff Branson, Mba, Cfp®, Ea attend?
Jeff Branson, Mba, Cfp®, Ea holds Master Of Business Administration (M.B.A.), Finance from Saint Mary'S College Of California.
What skills is Jeff Branson, Mba, Cfp®, Ea known for?
Jeff Branson, Mba, Cfp®, Ea is listed with skills including Sales, Customer Service, Cold Calling, Account Management, Microsoft Office, Powerpoint, Sales Process, and Sales Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial