Brandon joined Wade Financial Advisory in 2018. He is responsible for working with our senior advisors and clients to ensure a seamless experience. In this role he is managing aspects of financial planning and modeling, assisting in all elements of client meetings, and coordinating follow-up and communication with our clients.
Brandon is a CERTIFIED FINANCIAL PLANNER™ . He earned a Bachelor's degree in Financial Services (Planning) from San Diego State University, where he also received a Certificate in Personal Financial Planning.
Outside of work, Brandon enjoys traveling, exercising and cooking. He also is an active member of the Newark Portuguese Sport club, where he spends time with his grandfather and indulges in polvo (octopus).
2105 South Bascom Ave
Campbell, CA 95008