Our Recommended Financial Planners

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  • Wells Fargo Advisors, LLC
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    Brandon Bernstein

    Vice President - Investments

    Rolling Hills Estates, CA

    Telephone:310-265-5440

    Fax:310-377-7872

    Email:brandon.bernstein@wfadvisors.com

     

    Brandon has been a Financial Advisor for over 11 years after being an Investment Banker in Corporate, Public, and Real Estate fixed income. He helped to underwrite over $4.1 billion in securities and worked extensively with Municipalities and rating agencies. He has substantial experience with quantitative analysis of derivatives, equity and fixed income securities and is well versed in the Due Diligence process. Brandon was selected by Reuters as an AdvicePoint Top Advisor* for 2008

     
     
  • Dupon Financial Group
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    Mathew B Dupon

    Owner, Financial Advisor

    Pasadena, CA

    Telephone:626-795-8896

    Fax:626-744-1242

    Email:matthew@duponfinancial.com

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