Sally Brandon

Sally Brandon Email and Phone Number

Senior Vice President, Client Service & Advice at Rebalance @ Rebalance
Sally Brandon's Location
Palo Alto, California, United States, United States
Sally Brandon's Contact Details

Sally Brandon work email

Sally Brandon personal email

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About Sally Brandon

Did you know that the ultimate performance of your portfolio has less to do with the specific investments you pick than with your emotions and actions in making those investment choices? Money is very emotional. Studies done by DALBAR and Vanguard conclude that emotions cost investors half their returns on a long-term basis. Why is that? Left on their own, everyday Americans make their investment decisions based on emotion and media influence. As the Vice President of Client Services at Rebalance, my team and I work with every client, handling the complexities of the investment landscape, keeping you informed, helping you take action, and ultimately giving you peace of mind. Clients are given a dedicated two-person team that is made up of a seasoned investment advisor and a member of my client services team. Together we are your own personal investment team, monitoring your money and your situation, ensuring that you are always on track to achieve your goals. I work to provide highly personalized advice and service that ensures your money is managed safely, effectively, and most of all personally. I first started working with investors at MarketRiders, a low-cost, do-it-yourself, model portfolio service that is designed for people who want to build manage their own investment portfolio, but with some asset allocation guidance.Rebalance offers FULL service investing advice for a fraction of the cost of the stockbroker down the street, who may not have fiduciary responsibilities and may not be obligated legally to act in your best interest. We put our clients'​ interests first, and combine this commitment with some of America's top investment experts, who personally help design and monitor our firm's portfolios.At Rebalance, our client relationships are very much like our investments: dependable, valuable, and long-term.

Sally Brandon's Current Company Details
Rebalance

Rebalance

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Senior Vice President, Client Service & Advice at Rebalance
Sally Brandon Work Experience Details
  • Rebalance
    Senior Vice President, Client Service & Advice
    Rebalance Feb 2018 - Present
    Bethesda, Maryland, Us
  • Rebalance
    Vice President Of Client Services | Financial Advisor | Financial Planner
    Rebalance Apr 2012 - Present
    Bethesda, Maryland, Us
    As the Vice President of Client Services, my team and I work with every Rebalance IRA client, handling the complexities of the retirement investment landscape, keeping you informed, and ultimately giving you peace of mind. At Rebalance IRA, clients are given a dedicated two-person team that is made up of a seasoned retirement investment advisor and a member of my client services team. Together we are your own personal retirement team, monitoring your money and your situation, ensuring that you are always on track to achieve your retirement goals. I work to provide highly personalized advice and service that ensures your money is managed safely, effectively, and most of all personally.
  • Marketriders Inc.
    Director Of Client Services | Financial Advisor | Investment Advisor
    Marketriders Inc. Mar 2009 - Dec 2012
    Palo Alto, Ca, Us
    Consulted with and advised many of the company’s retirement-investor clients, who collectively have more than 10,000 portfolios and $4 billion on the MarketRiders platform.
  • Gap Inc.
    Director Gap Intl Outlet, Merchandising, Planning & Distribution
    Gap Inc. 1993 - 2000
    San Francisco, California, Us
    Worked in the international group as a financial analyst responsible for forecasting, planning and inventory investment strategies.

Sally Brandon Skills

Investments Portfolio Management Retirement Wealth Management Start Ups Business Strategy Financial Services Entrepreneurship Marketing Superior Client Service Defined Contribution Sales

Sally Brandon Education Details

  • Usc Marshall School Of Business
    Usc Marshall School Of Business
    Master Of Business Administration (M.B.A.)
  • Ucla
    Ucla
    Economics

Frequently Asked Questions about Sally Brandon

What company does Sally Brandon work for?

Sally Brandon works for Rebalance

What is Sally Brandon's role at the current company?

Sally Brandon's current role is Senior Vice President, Client Service & Advice at Rebalance.

What is Sally Brandon's email address?

Sally Brandon's email address is sb****@****ira.com

What is Sally Brandon's direct phone number?

Sally Brandon's direct phone number is +165039*****

What schools did Sally Brandon attend?

Sally Brandon attended Usc Marshall School Of Business, Ucla.

What are some of Sally Brandon's interests?

Sally Brandon has interest in Yoga, Snowshoeing And Walking With Her Dog, Cooking, Economic Empowerment.

What skills is Sally Brandon known for?

Sally Brandon has skills like Investments, Portfolio Management, Retirement, Wealth Management, Start Ups, Business Strategy, Financial Services, Entrepreneurship, Marketing, Superior Client Service, Defined Contribution, Sales.

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