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Jeff Branson, MBA, CFP®, EA

Financial planning for busy professionals searching for simplified solutions

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Branson Financial Planning Jeff Branson, MBA, CFP®, EA
West Hartford, Connecticut

Serving Clients Nationwide

Financial planning for busy professionals searching for simplified solutions

Areas of Focus

  • Budgeting
  • Employee Stock Options
  • Financial Life Planning
  • Investing
  • Taxes

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Enrolled Agent (EA)

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

430, New Park Avenue, West Hartford, Connecticut, 06110

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only

What to expect in the first meeting

Initial meet and greet. Discuss expectations, who we are, who you are, and try to uncover if our services match your needs.

Offers Investment Management

Yes

About our Firm

We know life can get complicated. Our job is to help make it simpler. We take the time to understand all of your goals and objectives, helping you design a sound strategy for reaching your vision for the future.

Education

CSU, Sacramento: BS in Business, Saint Mary's College of CA: MBA in Finance

Languages

  • English

Hobbies and Interests

  • Animals
  • Baseball
  • Basketball
  • Eating Out
  • Exercising
  • Football
  • Movies
  • Reading
  • Relaxing
  • Running
  • Sports
  • Walking
  • Working Out

Who We Serve

  • Couples
  • Divorce
  • Dual Income Family
  • Gen Y / Millennials
  • Healthcare Professionals
  • Newly Engaged / Newlywed
  • Parents
  • Technology Professionals
  • Young Families