Brandon Tate
Candidate for CFP® Certification
- Role
- Financial Consultant Academy at Charles Schwab
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Brandon Tate
Brandon is a Candidate for CFP® certification. He\'s passionate about financial literacy and helping others reach financial freedom. Brandon\'s professional background includes a career as a high-performing commercial insurance underwriter along with experience managing his residential real estate portfolio.
Experience
Financial Consultant Academy
Apr 2025 — Present · Denver, CO, US
15-month rotational program designed to prepare future Financial Consultants through hands-on experience in wealth management, financial planning, and client relationship development. Includes licensing, mentorship, and in-depth training to support clients in reaching their financial goals. The program contributes towards the experience requirement for the CFP® certification.
Education
Colorado State University
Bachelor of Science - BS
2012 — 2016
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.