Brandi is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning CounselorSM with over 19 years’ experience in the financial sector. Joining our team in 2002, she specializes in retirement planning and retirement income distribution strategies, helping her clients solidify their vision for retirement from both a holistic and financial perspective. Brandi graduated from the University of California, Davis and currently lives in Danville, CA, where she enjoys skiing, swimming, and hiking, as well as spending time with family and friends.
- Who is your favorite sports team?
The SF 49ers.
- Where is the furthest place you’ve traveled?
Asia and Australia.
- What kind of vehicle did you take your driver’s test in, and did you pass on the first try?
A Volvo sedan, and I passed the first try.
What do I enjoy most about being a financial planner?
I love seeing the look on my clients faces when they realize they can retire. There is nothing that replaces the appreciation and hugs clients give when they can vision their retirement as a reality.