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Brandon Gerfen
Serve Long-Term Investors - Goals-based Advice - Planning Partner
Brandon Gerfen is a dedicated individual who has overcome challenges in his early life to become a Financial Advisor with a passion for helping others achieve their financial goals and dreams.
Starting from a background of financial struggle, Brandon's experiences motivated him to ensure his family's well-being, leading him to join the Marine Corps where he learned key attributes like judgment, decisiveness, initiative, and unselfishness.
During his military service in Iraq and Afghanistan, Brandon honed his skills and values, which he later applied to his civilian career.
After his military tenure, Brandon transitioned to a role at Chase as a Branch Manager before moving to Edward Jones, where he currently serves as a Financial Advisor, leveraging his experiences to guide individuals in making informed financial decisions and securing their futures.
By partnering with his clients, Brandon aims to understand their unique needs, empower them to manage their finances wisely, and collaboratively build financial plans that align with their aspirations, whether it's retirement planning, education savings, or preparing for unforeseen circumstances.
Brandon's dedication to serving others and his commitment to helping people navigate their financial options make him a valuable asset in the realm of financial advisement.