Sally Brandon

Sally Brandon is a seasoned financial professional currently serving as the Senior Vice President of Client Service & Advice at Rebalance, a position she has held since February 2018.1 With over a decade of experience at Rebalance, Sally has been instrumental in shaping the company's client-centric approach to investment management and financial advice.

Career at Rebalance

Sally joined Rebalance in April 2012 as Vice President of Client Services, Financial Advisor, and Financial Planner.1 In this role, she and her team work closely with every Rebalance client, handling the complexities of the investment landscape. They provide personalized advice and service to ensure clients' money is managed safely, effectively, and personally.1

Responsibilities and Approach

At Rebalance, Sally's team offers:

• Dedicated two-person teams for each client, consisting of a seasoned investment advisor and a client services team member
• Personalized investment strategies
• Ongoing monitoring of clients' finances
• Guidance to help clients stay on track to achieve their financial goals

Sally emphasizes the importance of putting clients' interests first and combines this commitment with input from top investment experts who help design and monitor the firm's portfolios.1

Previous Experience

Before joining Rebalance, Sally worked at MarketRiders Inc. from March 2009 to December 2012 as the Director of Client Services, Financial Advisor, and Investment Advisor.1 In this role, she consulted with and advised many of the company's retirement-investor clients, managing portfolios collectively worth over $4 billion.1

Earlier in her career, Sally worked at Gap Inc. from 1993 to 2000 as the Director of GAP International Outlet, Merchandising, Planning & Distribution.1

Education and Qualifications

Sally holds a Bachelor of Arts in Economics from the University of California, Los Angeles (1983-1987) and a Master of Business Administration from the University of Southern California - Marshall School of Business (1990-1992).1 She also obtained her Series 65 Investment Advisor Exam certification from the Securities and Exchange Commission in September 2009.1

Throughout her career, Sally Brandon has demonstrated a strong commitment to providing personalized, high-quality financial advice and services to clients, focusing on long-term, dependable relationships and value creation.