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Brandon Clouse (CFP®)

Brandon Clouse focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Medical Professionals
  • Millennials

Planning Specialties

As Director of Physician Services at Prism Planning Partners, I lead a dedicated division serving physicians and healthcare professionals nationwide. My team and I specialize in helping medical professionals navigate every stage of their financial journey—from residency and fellowship through practice, career transitions, and retirement.

I also work with individuals and couples planning for retirement and with fellow young families building long-term financial foundations.

Additional Information

At our specialized division within Prism that serves in-training, attending, and retired physicians, as well as other medical professionals including PAs, NPs, PharmDs, ODs, CRNAs, etc., our team provides comprehensive, conflict-free financial planning focused on student loan strategies (including PSLF), contract review, tax planning, insurance analysis & planning (without product sales), investment strategies, career transitions, retirement planning, and more.

I present regularly at major teaching hospitals and medical organizations across the country—including Northwestern, Loyola, Rush, University of Chicago, Barnes-Jewish, UIC, Medical College of Wisconsin, University of Colorado, and many others. My mission is to educate and empower healthcare professionals with financial clarity, confidence, and control.

I earned my CFP® certification in 2024. Before joining Prism, I spent over 12 years at Alera Wealth Services (formerly GCG Financial), where I helped grow a planning-focused practice, trained new advisors, and earned multiple recognition awards early in my career.

Outside of work, I love coaching travel baseball, reading science fiction novels, listening to comedy podcasts, watching modern television & film, and cheering on the Chicago Bears and Bulls.

NAPFA Start Date

February 12, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

321 S. Milwaukee Ave, Libertyville, IL 60048 Phone: +1 (847) 250-6193
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