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Msfp Steve Branton Cfp Cpcc
Msfp Steve Branton Cfp Cpcc
Senior Vice President and Advisor | Wealthspire Advisors
San Francisco, California, United States
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.
Msfp Steve Branton Cfp Cpcc
Work Experience
Senior Vice President and Advisor at
Wealthspire Advisors
January 2022 - Present
Advisor and Principal at
Private Ocean Wealth Management dba Wealthspire Advisors
May 2020 - December 2021
Advisor at
Private Ocean Wealth Management dba Wealthspire Advisors
October 2018 - May 2020
Senior Financial Planner at
Mosaic Financial Partners
September 2011 - September 2018
Associate Advisor at
Hilltop Advisors Llc
January 2010 - September 2011
Client Service Manager at
Hilltop Advisors Llc
January 2008 - December 2009
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
*************@privateocean.com
*************@wealthspire.com
Colleagues
SVP
Senior Vice President, Advisor
Senior Vice President
CFO and Managing Director
Managing Director and Principal
Managing Director, Head of Intermediary Business
Senior Operations Associate
Vice President
Senior Vice President
Senior Vice President