Brandon Clouse

About Brandon Clouse

Brandon Clouse, CFP®, is a Senior Financial Planner and the Director of Physician Services at Prism Planning Partners. Since 2012, he has dedicated his career to helping physicians and healthcare professionals build smart, purposeful financial plans tailored to every stage of their professional journey.Brandon leads a specialized division within Prism that serves in-training, attending, and retired physicians, as well as other medical professionals including PAs, NPs, PharmDs, ODs, CRNAs, and more. His team provides comprehensive, financial planning focused on student loan strategies (including PSLF), contract review, tax planning, insurance analysis & planning (without product sales), investment strategies, career transitions, retirement planning, and more.Brandon presents regularly at major teaching hospitals and medical organizations across the country—including Northwestern, Loyola, Rush, University of Chicago, Barnes-Jewish, UIC, Medical College of Wisconsin, University of Colorado, and many others. His mission is to educate and empower healthcare professionals with financial clarity, confidence, and control.Brandon earned his CFP® certification in 2024. Before joining Prism, he spent over 12 years at Alera Wealth Services (formerly GCG Financial), where he helped grow a planning-focused practice, trained new advisors, and earned multiple recognition awards early in his career.He also works with individuals and couples planning for retirement and with fellow young families building long-term financial foundations. Brandon lives in Illinois with his wife and two children. Outside of work, he enjoys coaching travel baseball, reading science fiction novels, listening to comedy podcasts, watching modern television & film, and cheering on the Chicago Bears and Bulls.

Experience

1. Director of Physician Services, Senior Financial Planner

   Prism Planning Partners

   Jun 2024 — Present · Libertyville, IL, US

   As Director of Physician Services at Prism Planning Partners, I lead a dedicated division serving physicians and healthcare professionals nationwide. My team and I specialize in helping medical professionals navigate every stage of their financial journey—from residency and fellowship through practice, career transitions, and retirement.I oversee a team that includes interns, paraplanners, and operations professionals, and collaborate closely with Prism’s Director of Financial Planning and Director of Operations to deliver high-impact, client-centered planning.Focus Areas:• Comprehensive financial planning tailored to physicians and healthcare professionals• Student loan strategies, including PSLF, refinancing, and REPAYE/SAVE optimization• Contract review and benefit analysis• Investment, tax, and estate planning strategies• Risk management (disability, life, long-term care) with no product sales• Retirement and career transition planning• Speaking engagements and financial education for medical professionalsSelect Speaking Engagements:Regular speaker for medical residency and fellowship programs at:Northwestern, Loyola, University of Chicago, Rush, UIC, Cook County, Barnes-Jewish/Wash U, Medical College of Wisconsin, Advocate Aurora, University of Colorado, and more. Also presented for the Illinois Society of Pediatric Dentists, Illinois Pharmacists Association, and multiple private practices and hospital systems.

Education

• Anderson University

  B.A.

  2001 — 2005

Skills

• Employee Benefits
• Retirement Planning
• Group Insurance
• College Savings Plans
• Disability Insurance
• Wealth Management Services
• Wealth Accumulation Strategies
• Mutual Funds
• Risk Management
• Iar
• Series 7
• Investments
• Investment Advisory
• Series 66
• Special Needs Trusts
• Strategic Financial Planning
• Financial Services
• Securities
• Estate Planning
• Wealth Preservation Planning
• Wealth Management
• 529 Plans
• Tax Strategies
• Special Needs Advocacy
• Term Life Insurance
• Financial Advisory
• Roth Ira
• Special Needs Financial Planning
• 401k
• Life & Health Insurance Licenses
• Investment Strategies
• Insurance Strategies
• Long Term Care Insurance
• Health Insurance
• Special Needs
• 403 B
• Group Benefit Plans
• 401k Rollovers
• Retirement Income Strategies
• Executive Compensation Planning