Branden is passionate about serving his clients as a Managing Director at Creative Planning. He is also a member of the firm’s Investment Committee.
In working with clients, Branden focuses on building disciplined and repeatable strategies for investment, retirement, business, insurance, charitable and estate planning success. In order to achieve a successful relationship, Branden continually ensures his team has a deep understanding of a client’s unique situation and goals. Strategies are then designed utilizing his expertise, as well as subject matter experts in the areas of tax, investments, insurance, and law, to achieve these objectives in an efficient manner. He also oversees the strategy and operations for Creative Planning’s regional office in San Diego, California as well as the services provided to clients in the Hawaiian Islands.
Branden graduated from the University of California in Irvine with a Bachelor of Arts degree and worked his way through business school earning an MBA. He also holds the CERTIFIED FINANCIAL PLANNER™ certification. Prior to joining Creative Planning, Branden served as the Vice President and Chief Compliance Officer for a Southern California based registered investment advisory firm.
Branden and his wife have two daughters. He is passionate about supporting wounded Veterans and protecting our oceans and environment in organizations dedicated to these endeavors. Branden is an Ironman triathlete, loves camping with his family and finds his personal solace surfing local beaches or mountain biking the trails around San Diego County.