Jeff Branson, MBA, CFP® - owner and Founder

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. Outside of the office, I love to walk and run with my golden retriever Mavrick, reading, and cheering on my favorite sports teams.

Education

BS, Business Administration – CSU, Sacramento

MBA, Finance – Saint Mary’s College of California

Designations

CERTIFIED FINANCIAL PLANNER™

Contact Us

415-738-8634

By Appointment Only

© 2021 BransonFP, All Rights Reserved

Location

We are currently located in Maine, but work with clients all across the United States!