Steve Branton, Msfp, Cfp®, Cpcc
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Steve Branton, Msfp, Cfp®, Cpcc Email & Phone Number

Managing Director and Advisor at Wealthspire Advisors at Wealthspire Advisors
Location: San Francisco, California, United States 7 work roles 4 schools
1 work email found @wealthspire.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@wealthspire.com
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Current company
Wealthspire Advisors
Role
Managing Director and Advisor at Wealthspire Advisors
Location
San Francisco, California, United States
Company size
418 employees

Who is Steve Branton, Msfp, Cfp®, Cpcc? Overview

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Quick answer

Steve Branton, Msfp, Cfp®, Cpcc is listed as Managing Director and Advisor at Wealthspire Advisors at Wealthspire Advisors, a company with 418 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at wealthspire.com and a matched LinkedIn profile for Steve Branton, Msfp, Cfp®, Cpcc.

Steve Branton, Msfp, Cfp®, Cpcc previously worked as Senior Vice President and Advisor at Wealthspire Advisors and Advisor and Principal at Private Ocean. Steve Branton, Msfp, Cfp®, Cpcc holds Masters Of Advanced Financial Planning from Golden Gate University.

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Email format at Wealthspire Advisors

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*@wealthspire.com
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Profile bio

About Steve Branton, Msfp, Cfp®, Cpcc

Wealthspire is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. The Wealthspire team seamlessly integrates personal financial planning and institutional-class investing.I help clients make smart financial decisions - decisions that connect the dollars and cents with what’s most important to them personally. My work includes assessing clients’ long-term financial paths and managing portfolios to support their goals. I am passionate about partnering with clients to offer objective and thoughtful advice about all areas of their finances so they have confidence in and ease with their financial lives.Helping clients understand their financial situation: the reality of where they are now and the possibility of where they can go in the future.With Wealthspire, you enjoy the direct support of a close-knit team of seasoned advisors and operations specialists. They listen closely to you, plan with you, develop investment strategy with you and monitor all your portfolio activity. Each of them embraces your goals as their own. Each contributes to making you feel confident, informed and in control at all times.

Listed skills include Asset Allocation, Financial Advisory, Financial Planning, Investments, and 32 others.

Current workplace

Steve Branton, Msfp, Cfp®, Cpcc's current company

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Wealthspire Advisors
Wealthspire Advisors
Managing Director and Advisor at Wealthspire Advisors
San Francisco, CA, US
Website
wealthspire.com
Employees
418
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Company profile
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7 roles

Steve Branton, Msfp, Cfp®, Cpcc work experience

A career timeline built from the work history available for this profile.

Senior Vice President And Advisor

Current
Wealthspire Advisors

San Francisco, California, United States

Jan 2022 - Present

Advisor And Principal

Private Ocean

San Francisco Bay Area

May 2020 - Dec 2021

Advisor

Private Ocean

San Francisco Bay Area

Private Ocean is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. The Private Ocean team seamlessly integrates personal financial planning and institutional-class investing.I help clients make smart financial decisions - decisions.

Oct 2018 - May 2020

Senior Financial Planner

Mosaic Financial Partners

San Francisco, CA

I work with clients on all aspects of the financial planning process, including relationship management, plan preparation and investment portofolio creation provide strategic input and recommendations and follow through for new and existing clients.

Sep 2011 - Sep 2018

Associate Advisor

Hilltop Advisors Llc

San Francisco, CA

-Develop global strategies through risk analysis, investment performance and asset class diversification-Co-lead quarterly meetings and determine action items and time frames for completion-Manage charitable donor funds, CRUTs, and IRAs, as part of year end tax and philanthropic planning-Help set direction of company goals, procedures, mission and.

Jan 2010 - Sep 2011

Client Service Manager

Hilltop Advisors Llc

-Produced quarterly reports, balance sheets, cash flow & asset allocation reports-Executed wires, trades, journals and gifts; submitted new account applications; monitored ACATs-Monitored macroeconomic events and business cycle indicators and produced client alerts as needed-Carried out ongoing mutual fund, stock and ETF monitoring and new investment.

Jan 2008 - Dec 2009
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 418 employees →

CW Charlie Wittleder Charlie Wittleder Colleague at Wealthspire Advisors Greater Madison Area, United States View → SC Stephanie Carmel Mba, Cfp®, Cdfa® Stephanie Carmel Mba, Cfp®, Cdfa® Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → JG Joe Garrison, Cfp®, Aif® Joe Garrison, Cfp®, Aif® Colleague at Wealthspire Advisors Columbia, Maryland, United States, United States View → TW Travis Walters Travis Walters Colleague at Wealthspire Advisors Brooklyn, New York, United States, United States View → SV Sarah Von Schmidt-Pauli Sarah Von Schmidt-Pauli Colleague at Wealthspire Advisors Richmond, Virginia, United States, United States View → NT Nicholas Troy Nicholas Troy Colleague at Wealthspire Advisors United States, United States View → NW Nick Walser Nick Walser Colleague at Wealthspire Advisors Chicago, Illinois, United States, United States View → RY Richard Yam Richard Yam Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → NT Natalie Truty, Cfp® Natalie Truty, Cfp® Colleague at Wealthspire Advisors New York, New York, United States, United States View → AL Angela Loffredo Angela Loffredo Colleague at Wealthspire Advisors Melville, New York, United States, United States View →
4 education records

Steve Branton, Msfp, Cfp®, Cpcc education

Certified Coach, Life Coaching

Coaches Training Institute (Cti)

Certificate In Financial Planning, Financial Planning

Southern Methodist University

Activities and Societies: Junior Year Abroad, Madrid, Spain, Universidad ComplutenseFinancial Planning

Bachelor Of Arts, Economics, Latin American Studies

Tulane University

Activities and Societies: Degree in Economics, Minor in SpanishEconomics

FAQ

Frequently asked questions about Steve Branton, Msfp, Cfp®, Cpcc

Quick answers generated from the profile data available on this page.

What company does Steve Branton, Msfp, Cfp®, Cpcc work for?

Steve Branton, Msfp, Cfp®, Cpcc works for Wealthspire Advisors.

What is Steve Branton, Msfp, Cfp®, Cpcc's role at Wealthspire Advisors?

Steve Branton, Msfp, Cfp®, Cpcc is listed as Managing Director and Advisor at Wealthspire Advisors at Wealthspire Advisors.

What is Steve Branton, Msfp, Cfp®, Cpcc's email address?

AeroLeads has found 1 work email signal at @wealthspire.com for Steve Branton, Msfp, Cfp®, Cpcc at Wealthspire Advisors.

Where is Steve Branton, Msfp, Cfp®, Cpcc based?

Steve Branton, Msfp, Cfp®, Cpcc is based in San Francisco, California, United States while working with Wealthspire Advisors.

What companies has Steve Branton, Msfp, Cfp®, Cpcc worked for?

Steve Branton, Msfp, Cfp®, Cpcc has worked for Wealthspire Advisors, Private Ocean, Mosaic Financial Partners, and Hilltop Advisors Llc.

Who are Steve Branton, Msfp, Cfp®, Cpcc's colleagues at Wealthspire Advisors?

Steve Branton, Msfp, Cfp®, Cpcc's colleagues at Wealthspire Advisors include Charlie Wittleder, Stephanie Carmel Mba, Cfp®, Cdfa®, Joe Garrison, Cfp®, Aif®, Travis Walters, and Sarah Von Schmidt-Pauli.

How can I contact Steve Branton, Msfp, Cfp®, Cpcc?

You can use AeroLeads to view verified contact signals for Steve Branton, Msfp, Cfp®, Cpcc at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Steve Branton, Msfp, Cfp®, Cpcc attend?

Steve Branton, Msfp, Cfp®, Cpcc holds Masters Of Advanced Financial Planning from Golden Gate University.

What skills is Steve Branton, Msfp, Cfp®, Cpcc known for?

Steve Branton, Msfp, Cfp®, Cpcc is listed with skills including Asset Allocation, Financial Advisory, Financial Planning, Investments, Investment Advisory, Strategic Financial Planning, Mutual Funds, and Finance.

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