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.
Brandon works closely with business owners, successful professionals, and retirees to guide them through a broad range of financial decisions. Balancing the priorities to your loved ones with your personal and professional passions is critical in steering clients towards their definition of success. While clients may have varying degrees of financial complexities, the intention is always to provide clarity for today and a sense of confidence for the future.
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. Brandon 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 2018, Boston magazine named Brandon a Five Star Wealth Manager.
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 144976 (05/19) (exp 05/2021)
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.