CRD Number: 5781614
Current Firm: Bridge Advisory LLC
Compensation Model: Fee Only
Brandon is the Managing Partner at AWM Capital. 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.
Advanced Designations & Certifications
Certified Private Wealth Advisor (CPWA®)
Certified Financial Planner (CFP®)
Certificate in Investment Performance Measurement (CIPM®)
The University of Chicago Booth School of Business – CPWA Certificate
UCLA – Certificate of Personal Financial Planning
UCLA – B.A. Sociology, minor in Political Science
H. Beck, Inc.
Wedbush Securities Inc.
Householder Group Estate & Retirement Specialists
|AWM Capital||Pasadena, CA||Aug 2010 - Current||10|
|Athlete Ceo Consulting, LLC||Phoenix, AZ||Apr 2010 - Current||11|
|Penniall & Associates, Inc.||Pasadena, CA||Aug 2010 - May 2017||6|
|United Planners Financial Services||Scottsdale, AZ||Aug 2010 - Dec 2015||5|
|Morgan Stanley Smith Barney||Phoenix, AZ||Apr 2010 - Aug 2010||< 1|
|Union Bank Na||Walnut Creek, CA||Oct 2005 - Mar 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2010|
Total Assets Under Management442MILLIONS
Total Number of Accounts1,454ACCOUNTS
Average Account Value$303,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, ID, NV, OR, TX, VA, WA
AWM Capital, LLC a Registered Investment Advisor. AWM Capital, LLC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
INVESTMENTS & WEALTH INSTITUTE is a service mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc.
doing business as Investments & Wealth Institute. © 2018 Investments & Wealth Institute
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