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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Brandi is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, a certification through the Certified Financial Planner Board of Standards Inc. She has a commitment to developing strong ongoing relationships with each client and providing financial guidance as life situations change. Brandi began working in the financial services industry in 2002. She is a graduate of Iowa State University with a B.S. in Finance and a B.S. in Marketing and earned her M.B.A. in Financial Planning from California Lutheran University. She also holds the California Life, Accident and Health Insurance license.
Brandi currently serves on the California Lutheran University Alumni Board of Directors and has served as a Board Member for the Center4SpecialNeeds. She is also personally involved in Women United with United Way of Ventura County, is a member of the Conejo Valley Estate Planning Council and The Divorce Transition Professionals (DTP)™.
CA Insurance License # 0E20200
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
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Brandi is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, a certification through the Certified Financial Planner Board of Standards Inc. She has a commitment to developing strong ongoing relationships with each client and providing financial guidance as life situations change. Brandi began working in the financial services industry in 2002. She is a graduate of Iowa State University with a B.S. in Finance and a B.S. in Marketing and earned her M.B.A. in Financial Planning from California Lutheran University. She also holds the California Life, Accident and Health Insurance license.
Brandi currently serves on the California Lutheran University Alumni Board of Directors and has served as a Board Member for the Center4SpecialNeeds. She is also personally involved in Women United with United Way of Ventura County, is a member of the Conejo Valley Estate Planning Council and The Divorce Transition Professionals (DTP)™.
CA Insurance License # 0E20200
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
