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Brandon Mowfy, CFP

Financial Advisor

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients. I hold a Bachelor's degree in Business from Old Dominion University. With an emphasis on continuing education, I have also obtained the CERTIFIED FINANCIAL PLANNER(R) professional designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience and ethics requirements. Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

Certificates

CFP

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