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BRANDON FINK, CFP®

BRANDON FINK, CFP®

FINANCIAL ADVISOR

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

Brandon is a Financial Advisor at Financial Compass Group, LLC who specializes in the areas of wealth management, risk management strategies, employee benefits and retirement income. With a strong desire to help others reach financial empowerment, Brandon has earned the Wharton Business School Certificate in Retirement Planning and works closely with other Financial Compass experts to ensure his clients feel confident about their future in regards to wealth accumulation and retirement.

 

Brandon understands the intricacies of permanent life insurance and is regarded for his ability to perform audits on existing life insurance policies. He is focused on educating policyholders on the increased need to pay close attention to their permanent life insurance policies. This includes coordination with their estate planning attorneys, tax advisors, and in many cases trustees to advise on solutions.

 

His quest to excel as a financial advisor combined with his genuine desire to help his clients in every way has earned Brandon several industry and company-specific awards early in his career. He has achieved the annual production milestone of National Leader Corps (NLC) and 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.

 

Brandon is also a member of the Boston Estate Planning Council and is actively involved with The Jewish Federation of Boston.

                                                                                                                                                 

 

Brandon P. Fink is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC (AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, AXA Network of Puerto Rico, Inc. in PR). Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Financial Compass Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. Retirement Planning Specialist title awarded by AXA 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 requirements. CA Insurance License #0M60735 AGE 137218 (05/18) (exp 05/20)

 

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Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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