Brandon Nie
Senior Wealth Advisor @ Lido Advisors
- Role
- Senior Vice President - Senior Wealth Advisor at Lido Advisors
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Brandon Nie
Wealth Advisor | Fiduciary | Family Office Services | Helping Professionals, Business Owners, & Retirees Build & Protect WealthAs a Wealth Advisor at Lido, I specialize in helping professionals, business owners, executives, entrepreneurs, and retirees navigate complex financial landscapes. Whether you\'re growing your wealth, planning for retirement, or managing generational wealth, I provide fiduciary, conflict-free guidance tailored to your unique goals.I also offer comprehensive family office services, helping individuals and families optimize tax strategies, estate planning, investment management, and legacy preservation. For new and current retirees, I focus on ensuring financial security, sustainable income planning, and a smooth transition into retirement.Wealth management isn’t just about numbers, it’s about confidence in your financial future. Let’s connect and explore how we can maximize your wealth with a personalized, long-term strategy.
Experience
Senior Vice President - Senior Wealth Advisor
Jul 2022 — Present
Education
UC Santa Barbara
Bachelor's degree, Economics and Accounting
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