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BRANDON FINK, CFP®

BRANDON FINK, CFP®

FINANCIAL ADVISOR

Office: (781) 237-8205
Fax: (781) 416-2901
E-mail:
 

Brandon did not grow up with the desire to be a financial planner. It was the game of basketball that first garnered his interest. Yet shortly after he stopped playing competitively, he found a new passion- entrepreneurship and investing. At Boston University, he naturally gravitated towards the world of finance and realized that becoming a financial advisor was his destined career path. "I am able to combine two of my passions-helping people and nerding out over economics, investment and financial strategies."


Brandon works closely with business owners, successful professionals, and retirees to guide them through a broad range of financial decisions. He is particularly focused on helping basketball coaches and professional athletes accumulate and protect their
wealth. Along with understanding the unique challenges and opportunities for them, he applies key elements of basketball strategy to financial planning ensuring his clients are becoming educated during the process. 

 

Through Brandon's passion, integrity, client focus and technical expertise, he has achieved success early in his career. In just his first year in the business, Brandon was awarded the national developing advisor of the year as a member of the retirement benefits group. He is a qualifying member of the prestigious Million Dollar Round Table (MDRT), an international network of the top 5% of financial professionals globally who serve their clients with exemplary performance and convey the highest standards of ethics. In addition, Boston magazine named Brandon a Five Star Wealth Manager (2018 and 2019) and was named one of the 500 fastest growing advisors by wealth management.com. He is a member of the Boston Estate Planning Council, actively involved with The Jewish Federation of Boston, and an avid fan of all things basketball.

 

                                                                                                                                              

 

Brandon Fink is a registered representative who offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.  CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification. CA Insurance License #0M60735  AGE 144976 (10/20) (exp 10/22)

 

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Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck