Brandon J. Angotti, CFP®, CTFA, CEPA®, CRPC®
Vice President, Senior Wealth Financial Planning Manager
"Character is who you are when no one is watching."
About
Turning Business Success and Personal Goals into Financial Independence
Brandon joined The Wealth Group in 2019 after a career in accounting in the investment management industry. Most recently, he worked as a Fund Accountant for Strategic Value Partners, a global investment management firm headquartered in Greenwich, CT. Prior to that, he worked at Deloitte in Stamford, CT.
Brandon brings a passion for financial planning, specifically for helping clients organize their financial lives, prepare for retirement, and achieve financial independence. He graduated with a BS in Accounting from the State University of New York at Geneseo.
He is a Certified Financial Planner (CFP®) professional, Certified Exit Planning Advisor (CEPA®), a Chartered Retirement Planning Counselor (CRPC®), and has been awarded the Certified Trust Fiduciary Advisor (CTFA) certification.
Brandon’s Niche
Assisting business owners in preparing for and executing the sale of their businesses.
Core Values
Helping clients uncover hidden opportunities, gain a deeper understanding of their financial situation, and creating a solid road map for their future and future generations.
Your Team of Trusted Professionals
Insights
Estate Planning is important for everyone, no matter your age or amount of wealth. Contrary to what ...
A Look at the Importance of Estimating and Generating Income for Retirement Plans. Where do I start?...
While people are itemizing less often, there still could be some additional tax savings. With the pa...