Brandon K. S.
Helping Intuit employees remove stress and gain financial confidence.
- Role
- Financial Planner Owner at Traction Wealth Management
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Brandon K. S.
Are you saving to your ESPP and not sure on the tax implications?What about the RSU\'s you receive? Wondering how you incorporate that into your financial plan?We deliver value by developing enduring relationships with clients and conveying situational, strategic insight into an increasingly complex world of financial challenges. Where many advisors start with solutions, we start with the questions necessary to understand your goals and vision for your future. In this way, we put you, rather than your wealth, at the center of the process. To schedule a complimentary assessment, copy and paste the link below. Please send me a message after to introduce yourself!https://calendly.com/brandon-traction-wealth/intro
Experience
Financial Planner Owner
Sep 2024 — Present · San Diego, CA, US
Education
San Diego State University
Business Financial Services
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