Financial planning and beyond

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.

Mother daughter laptop

Brandi L. Schnathorst, CFP

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

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • KS
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NV
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • B.S. in Finance and a B.S. in Marketing , Iowa State University
  • M.B.A. in Financial Planning, California Lutheran University.
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
  • (805) 367-3681

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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In invested assets globally 
As of 06/30/2022

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