Brandon Berman, CFP®, Director, Wealth Management
Brandon is a Director and a member of the Business Development Team. Brandon meets directly with clients and prospective clients to communicate Polaris Wealth’s investment strategies and review all financial planning needs.
Prior to joining Polaris Wealth, Brandon worked at JPMorgan Chase, where he developed and established comprehensive financial plans for clients. Brandon graduated from Hawaii Pacific University with a Double BSBA in Finance and Entrepreneurial Studies. He earned his Certificate in Personal Financial Planning from UCLA and is a CERTIFIED FINANCIAL PLANNER™* professional.
In his free time, he enjoys baseball, golf and spending time with his wife and baby boy.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.