Brandy Branstetter
Principal—Wealth Advisor at Beyond Wealth
- Role
- Principal Wealth Advisor at Beyond Wealth
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Brandy Branstetter
Beyond Wealth is dedicated to empowering clients to make confident and meaningful…
Experience
Principal Wealth Advisor
Nov 2019 — Present · Overland Park, KS, US
At Beyond Wealth, we collaborate with and guide high-achieving professionals, simplifying their lives with ongoing, clear, and actionable financial advice. From initial wealth building to retirement planning and beyond, we remain dedicated to supporting our clients on every step of their financial journey.
Education
Northwestern University
Certified Financial Planning Certificate, Financial Planning and Services
2016 — 2017
The University of Tulsa
Bachelor of Science (B.S.), Finance
2001 — 2005
Skills
- Investment Portfolio
- Mutual Funds
- Roth Ira
- Retirement Planning
- Tax-Advantaged Investment Strategies
- Financial Education
- Retirement Savings
- Fixed Income
- Independent Financial Advice
- Financial Advisory
- Investment Management
- Asset Allocation
- Traditional Ira
- Portfolio Optimization
- Asset Managment
- Alternative Investments
- Variable Annuities
- Strategic Financial Planning
- Customer Oriented
- 401k Rollovers
- Investment Strategies
- Sep Ira
- Risk Assessment
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