Brandi Stahl, CFP®, is a financial planner with Retirement Security Centers. She has been working with our group since 2002 after working as an advisor with Morgan Stanley. Brandi provides comprehensive financial plans for her clients, as well as other individual financial solutions. At RSC Brandi works on a team of financial advisors who collectively have over 75 years of experience in the financial services industry.
As a Certified Financial Planner™ practitioner, Brandi believes in an objective, process driven approach that takes into account her client's goals and dreams, as well as quantitative data. Her goal is to help her clients solidify their vision of retirement from both a holistic and financial perspective. By discussing their goals and desires she is then able to evaluate, create, and implement a plan for their unique situation. One of the biggest values for this process is Brandi's commitment and follow through to make sure that her clients fully act on and implement their chosen solutions.
Although Brandi works with individual and families on a variety financial matters, her specialty lies in Retirement Planning and Retirement Income Distribution. She helps her clients categorize their expenses in retirement and then links them to the client's different sources of income. Brandi works with her clients to ensure that they do not run out of money in retirement, especially for their core expenses. Her goal is to make sure that her clients maintain their independence, economic freedom and dignity during their lifetime.
Brandi is a graduate of UC Davis and currently lives in Sacramento, California. She enjoys skiing, swimming, and hiking, as well as spending time with friends and family.