Jeff Branson, CFP®, MBA Branson Financial Planning

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About Jeff Branson, CFP®, MBA

I founded Branson Financial Planning in 2020 with the vision of becoming a personal CFO to individuals and families seeking to incorporate a process-based and rules-driven approach to their financial lives. I believe there is a gap with how successful small businesses are operated and how successful individuals and families manage their day to day lives. A successful venture is built on the foundation of cashflow. I believe that any successful financial life should have the same goal: it all starts with your cashflow.

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 interest. 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 from CSU, Sacramento, my MBA in Finance from Saint Mary’s College of California, and a CERTIFIED FINANCIAL PLANNER™. Outside of the office, I love walking and running with my golden retriever Mavrick, reading, and cheering on favorite sports teams.

Read Jeff’s blog here: https://www.bransonfp.com/blog/

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Ideal Clients

  • Cash Flow/Budgeting
  • Dual Income Family
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • AUM: 0.55%

SEC Records

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