Brandon M Wren
I made the decision to start my own practice for two reasons: 1) I'm tired of seeing people taken advantage of 2) I think most people need a good tax & financial planner and not a money manager; people are looking for answers to their questions and for "objective advice".
For the past decade I have been working at becoming an expert in personal finance arena. I completed my undergraduate degree at Pepperdine University in Business Management, received a Personal Financial (PFP) designation from The University California Irvine, obtained a Certified Financial Planner (CFP®) designation, became an IRS Enrolled Agent/Tax Specialist (EA), and completed my Masters degree in Finance with an emphasis in financial analysis. Along with the aforementioned formal education I have over 12 years of Banking, Financial Planning, Tax, Investment Research, and Portfolio Management experience. I’m confident that my knowledge, experience, refined acumen, and drive will can help you as well
I have NO secret recipe; just a deep understanding of the U.S. Tax Code & an extensive Financial Planning background...
Are you tired of the gimmicks? Then give me a call.