Branden is passionate about serving his clients as a Partner and 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.
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.
Branden and his wife have two daughters. He is passionate about supporting many local charities, is an Ironman triathlete, Jiu Jitsu practitioner and loves being outside with his family.
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