CFP®, ChFC, CLU
Managing Partner, Financial Advisor
Brandy is passionate about helping her clients understand the entirety of their financial lives and takes a pivotal role in guiding the decisions to secure their goals and objectives. For over two decades, Brandy has built treasured relationships all while helping successful professionals, retirees and their families pursue financial independence, simplification and security. As a CERTIFIED FINANCIAL PLANNER™, Brandy works with her clients to plan their financial lives and does what she loves best: helping people work towards securing their financial futures while contributing to the prosperity of the community around them.
Brandy was born and raised on the Peninsula. She holds a Bachelor of Science in Economics from Santa Clara University. Community service has always been important to her. She has served as president and board member of the Rotary Club and has served on the board of her alma mater, Mercy High School, Burlingame. Her daughters’ schools are now her current focus. She lives in Redwood City with her husband (& high school sweetheart) Danny and their two daughters. Brandy approaches work and life with an abundance mindset and enjoys life to the fullest while spending time with friends and family entertaining, dining, cooking, gardening and fitting in travel whenever she can!
CA Insurance License 0D45559