About

Founder and Owner - Jeff Branson, MBA, CFP®

I founded Branson Financial Planning with the vision of becoming a personal CFO to households across the United States. I believe that financial advice should be clear, objective, and delivered in a fiduciary manner. Advice should come with the client’s goals and interests put first and foremost and shouldn’t be jeopardized by products or conflicts of interests. By removing the typical barriers large firms put up, advice can be stripped down to its core: to help achieve the financial goals clients strive to accomplish.

I obtained my bachelor’s degree in Business from CSU, Sacramento, my MBA in Finance from Saint Mary’s College of California, and I am a CERTIFIED FINANCIAL PLANNER™ Professional. Outside of the office, I love to walk and run with my golden retriever Mavrick, reading, and cheering on my favorite sports teams.

Contact Us

415-738-8634

California and Maine

By Appointment Only

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