Traction Wealth Management - San Diego, California

Zumie94

I've been working with Brandon for a year now and I'm so grateful for his expertise and guidance. He took the time to understand my unique financial goals and risk tolerance, and developed a personalized plan that feels well-rounded. He is always available to answer my questions and explain complex financial concepts in a clear and understandable way. I highly recommend Brandon to anyone looking for a trustworthy and knowledgeable financial advisor.

Mariah W.

I’ve worked with Brandon for just under 2 years now. Aside from being friendly and approachable, he is knowledgeable, makes effective recommendations, and is willing to work with a diverse portfolio even outside of NM. I’ve worked with other financial planners before and I’ve always found them to be too pushy (always asking for client recommendations or feeling too sales-y) but I’ve never felt that from Brandon and that’s one of the reasons I continue to work with him.

I would recommend Brandon to anyone, but especially to someone who is starting their financial planning/investment phase!

Eddie S.

I've been working with Brandon for a couple years and he's fantastic. He is clear, communicative and has put me on a financial planning track that has literally reduced my stress around saving for retirement.

I appreciate his attention to details and willingness to be sure I understand and agree with his planning strategy. Thanks Brandon!

natalie H.

I’ve been working with Brandon for two years now and he’s really helped me get my finances in order and get me on track to reach my financial goals. He has taught me so much in regards to optimizing my finances, investing, and budgeting. He is very professional and trustworthy and I have recommended him to several of my friends.

John M.

Brand is a top notch Financial Advisor/CFP! He listens and helps break down complicated material so I can understand it. He also moves quickly and has amazing follow up skills and very high say/do ratio.

What I love most about Brandon is that he's early in his career and not looking to puff his chest or show how much he knows. He's also not afraid to roll up his sleeves and get into the weeds with me to address my concerns.

No matter where you are in your career or how experienced you are at managing your finances I recommend having a conversation with Brandon to determine if you are on track with your financial goals.

Briana S.

Brandon is as personable and knowledgeable as they come. He has helped me to financially navigate through new phases and purchases in my life and to ensure that I feel comfortable too. He is great about explaining various financial terms for those of us who are unfamiliar as well. Myself and family members look to Brandon to guide and keep us on the right track. Do yourself a favor and give this guy a call!

ALEX Z.

Having worked with Brandon in improving our financial affairs has only yielded positive results. Brandon is accessible when we have questions, he follows up on action items keeping us accountable, and illustrates and details our quarterly portfolio performance via virtual meetings.

Through email, he sends us company updates with services and products that Northwestern Mutual has to offer and also keeps us updated on the estimated value of our home - something that only adds value to his commitment to his customers.

I truly feel that he is genuine in the success of our financial growth and freedom - after all, our success is his success.

If you’re looking for a financial advisor that genuinely wants to see you financially succeed, who cares to advise, follow through with action items, and be committed to you; look no further.

Carlie A.

My husband and I started working with Brandon about a year ago. He has given us great advice and direction in meeting our short and long term financial goals. He is very personable and is always willing to help in anyway her can!