Brandy is passionate about helping her clients understand the entirety of their financial lives and takes a pivotal role in guiding the decisions to secure their goals and objectives. For over two decades, Brandy has built treasured relationships all while helping successful professionals, retirees and their families pursue financial independence, simplification and security. As a Certified Financial Planner, Brandy works with her clients to plan their financial lives and does what she loves best: helping people work towards securing their financial futures while contributing to the prosperity of the community around them. Brandy was born and raised on the Peninsula. She holds a Bachelor