BRANDON AVERILL, CFP®, CIPM

Wealth Manager

BRANDON AVERILL

Brandon’s experience of being a professional athlete, corporate banker, business owner, and CERTIFIED FINANCIAL PLANNER™  professional brings a dynamic process to working with clients on investment planning and management strategies.

Brandon attended UCLA where he was a captain on the Baseball Team. After graduating with a degree in Sociology and minor in Political Science, he was drafted by the Houston Astros in the MLB Amateur Draft. Brandon played two years of professional baseball before beginning a career in Corporate Banking with Union Bank.

Following a four-year stint in Corporate Banking, he transitioned into private wealth management to pursue his passion to help educate individuals and their families on their financial lives.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), Certified Financial Planner ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.