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Msfp Steve Branton Cfp Cpcc

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Msfp Steve Branton Cfp Cpcc

Senior Vice President and Advisor | Wealthspire Advisors

San Francisco, California, United States

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Msfp Steve Branton Cfp Cpcc

Summary

Steve Branton is a seasoned financial advisor with a strong focus on holistic financial planning and wealth management. Currently serving as Senior Vice President at Wealthspire Advisors, he brings over a decade of experience in guiding high net worth individuals towards making informed financial decisions. His expertise spans various areas including estate planning, investment management, and strategic financial planning. Steve is known for his ability to connect clients' financial goals with their personal values, ensuring they feel confident and in control of their financial futures. In addition to his professional endeavors, he is actively involved in the LGBT community, advocating for inclusive financial practices. Steve’s educational background includes advanced financial planning and coaching certifications, reflecting his commitment to continuous professional development. He is also a published author, contributing insights on financial topics to reputable platforms. His multilingual abilities, including proficiency in Spanish, enhance his capability to serve diverse client needs.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Msfp Steve Branton Cfp Cpcc

Work Experience

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Senior Vice President and Advisor at

Wealthspire Advisors

January 2022 - Present

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Advisor and Principal at

Private Ocean Wealth Management dba Wealthspire Advisors

May 2020 - December 2021

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Advisor at

Private Ocean Wealth Management dba Wealthspire Advisors

October 2018 - May 2020

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Senior Financial Planner at

Mosaic Financial Partners

September 2011 - September 2018

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Associate Advisor at

Hilltop Advisors Llc

January 2010 - September 2011

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Client Service Manager at

Hilltop Advisors Llc

January 2008 - December 2009

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Msfp Steve Branton Cfp Cpcc

Education

Golden Gate University, Masters Of Advanced Financial Planning

January 2020 - January 2024

Coaches Training Institute (CTI), Certified Coach

January 2017 - January 2018

Southern Methodist University, Certificate In Financial Planning

January 2006 - January 2007

Tulane University, Bachelor Of Arts

January 1992 - January 1996

Frequently Asked Questions about Msfp Steve Branton Cfp Cpcc

What is Msfp Steve Branton Cfp Cpcc email address?

Msfp Steve Branton Cfp Cpcc's primary email address is *************@privateocean.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Msfp Steve Branton Cfp Cpcc work for?

Msfp Steve Branton Cfp Cpcc is a Senior Vice President and Advisor at Wealthspire Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Msfp Steve Branton Cfp Cpcc graduated from?

Msfp Steve Branton Cfp Cpcc holds a degree in from Golden Gate University.

How can I directly contact Msfp Steve Branton Cfp Cpcc?

To contact Msfp Steve Branton Cfp Cpcc directly, you can use the email address *************@privateocean.com. Complete contact information is available upon registration with Muraena.

Who is Msfp Steve Branton Cfp Cpcc?

Steve Branton is a seasoned financial advisor with a strong focus on holistic financial planning and wealth management. Currently serving as Senior Vice President at Wealthspire Advisors, he brings over a decade of experience in guiding high net worth individuals towards making informed financial decisions. His expertise spans various areas including estate planning, investment management, and strategic financial planning. Steve is known for his ability to connect clients' financial goals with their personal values, ensuring they feel confident and in control of their financial futures. In addition to his professional endeavors, he is actively involved in the LGBT community, advocating for inclusive financial practices. Steve’s educational background includes advanced financial planning and coaching certifications, reflecting his commitment to continuous professional development. He is also a published author, contributing insights on financial topics to reputable platforms. His multilingual abilities, including proficiency in Spanish, enhance his capability to serve diverse client needs.

Msfp`s contact details

mail

*************@privateocean.com

*************@wealthspire.com

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Brian Powers

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Sacha Lutchman

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Cfp Stephen Kepler

Vice President

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Richard Yam

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Robin Dobbs

Senior Vice President

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