Brandon Silvia (CFP®)
Brandon Silvia focuses in the
following client markets or areas of practice:
- Business Owners
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Tax Planning
- Women's Financial Planning Issues
- Business Owners
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Trusting our experience and reputation, our clients value a life well managed . They are individuals, families, businesses and foundations who welcome unbiased, judgement-free advice. Life is difficult and filled with chaos and unexpected events. We know that if we can bear some of the responsibility and worry of finances, our clients can better focus on what matters most. Our clients entrust us with their wealth management decisions.Additional Information
Desired Superhero Power: Cure mental illness; Favorite Suffer: Growing up poor; Leisure Activities: Fly fishing and fitness; Most Underrated: Being still…and being okay with it; Most Overrated: Chat acronyms (…smh); Personal Philosophy: Influence the 10 feet around you; Most Gifted Book: Resilience (Rich Dad Poor Dad a close 2nd); Biggest Struggle: Staying present. You can’t hide from your mind.; Alma Mater: University of San Diego, Cum Laude; Worst Joke: Ida’Ho (where I’m from)…no, you Da’Ho;NAPFA Start Date
March 06, 2024
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