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 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 (06/19) (exp 06/21)
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.