BRANDON AVERILL, CFP®, CPWA®, CIPM

Brandon is the Managing Partner at Athlete Wealth Management. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.

In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.

Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s co-captain and graduated with a BA in Sociology and minor in Political Science.

Brandon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Certificate in Investment Performance Measurement (CIPM®) from the Chartered Financial Analyst Institute (CFA).

In 2018, Brandon earned the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business.

Brandon resides in Glendale, CA with his wife Anne who is a Chartered Financial Analyst and two beautiful children, Luke Joshua & Charlotte Grace. Brandon is passionate about wine, cycling and loves being behind the camera in his free time.

Advanced Designations & Certifications
Certified Private Wealth Advisor (CPWA®)
Certified Financial Planner (CFP®)
Certificate in Investment Performance Measurement (CIPM®)

Education
The University of Chicago Booth School of Business – CPWA Certificate
UCLA – Certificate of Personal Financial Planning
UCLA – B.A. Sociology, minor in Political Science

Managing Partner | Senior Wealth Manager