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David Brandt CFP®, RFC®, AWMA®

Vice President, Financial Advisor

David Brandt | Vice President, Financial Advisor | California Wealth Transitions Team


David Brandt | Vice President, Financial Advisor
David Brandt | Vice President, Financial Advisor

Do you have a guide to help you make smart decisions with your money?

​You need an advisor like David, who combines caring with a depth of knowledge and experience to guide you through all of life’s stages.

He will ask you thoughtful, insightful questions and then carefully listen. David utilizes over twenty years in the financial services industry to provide you with disciplined, considered advice related to your unique goals and needs. This guidance continues as your life evolves and transitions through events such as marriage, job changes, having children, divorce, the loss of a loved one, retirement and planning for your legacy. David feels fulfilled when you have a sense of comfort as you think about your family’s financial future.

​David graduated from UC Berkeley and began his financial services career in 1998 at Merrill Lynch. He holds the distinguished Certified Financial Planner™ designation and is a Registered Financial Consultant (RFC®) as well as an Accredited Wealth Management Advisor (AWMA®). David’s current and prior service include: Board of Directors for the Scheu Family YMCA and Vice President of the Highline Educational Foundation which provides educational grants to teachers and programs in the local school district.

David comes from a long line of educators and not only values the pursuit of knowledge but feels it is important to educate and help clients understand the reasons an investment strategy may or may not help them achieve their aspirations and goals.

He also enjoys spending time with his wife, Susan, and his four children Hannah, Cole, Emma, and Wyatt. When he is not attending his children’s sporting events throughout Southern California, David loves to travel, ski, and has been learning how to golf for the past 15 years.