Brandon Burton

Role
Moneytree Software
Location
Laguna Beach, CA, US
LinkedIn followers
500 followers

About Brandon Burton

Fintech and financial consultant.*As seen in ABC News, Forbes, Dallas…

Experience

  1. Moneytree Software

    Present

Skills

  • Strategic Financial Planning
  • Securities
  • Retirement
  • Estate Planning
  • Life Insurance
  • Investments
  • Portfolio Management
  • Insurance
  • Retirement Planning
  • Small Business
  • Fixed Annuities
  • Non-Profits
  • Finance
  • Series 7
  • Financial Advisory
  • Financial Analysis
  • Business
  • Business Planning
  • Disability Insurance
  • Employee Benefits
  • Financial Services
  • Management
  • Mergers & Acquisitions
  • Mutual Funds
  • Nonprofits
  • Real Estate
  • Strategic Planning
  • Wealth Management
  • Marketing
  • Financial Planning
  • Social Media
  • Leadership
  • Sales

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Brandon Burton — Moneytree Software in Laguna Beach, CA, US | Unifers