Brandon Nelson, CFP®, ChFC®, AEP®, CRPC®, CBEC®
Private Wealth Advisor
Brandon Nelson has earned the CERTIFIED FINANCIAL PLANNER™ Professional certification and is a member of Sagemark Consulting within Osaic Wealth. He provides comprehensive fee-based financial planning and assists business owners and affluent families in identifying where the gaps and missed opportunities exist. Through research and financial modeling, he helps clients make informed decisions to get their financial affairs in order and to secure their financial independence. He collaborates with his client’s team of existing advisors (CPA’s, Attorneys, etc.) to fill in the gaps and implement the strategies that will benefit them most.