Brandon Pepe, CFP^{^®}, AIF^{^®}, CRPC^{^®}

Financial Advisor

Brandon Pepe, CFP®, AIF®, CRPC®, has experience in providing comprehensive financial planning services to individuals, families, and business owners. As a fiduciary to advisory clients, Brandon always puts his clients' interests first and is committed to helping them pursue their financial goals through personalized, tax-efficient investment strategies. With a focus on retirement planning, Brandon understands the unique challenges facing those in retirement and works with his clients to create a comprehensive financial plan tailored to your specific needs and goals. From striving to maximize retirement income and managing healthcare costs to mitigating taxes and preserving your assets, he has the experience to develop strategies that aims to optimize their financial situation.

Brandon takes the time to get to know his clients and build long-lasting relationships with them. He understands that life circumstances can change, and he is always available to provide guidance and adjust the financial plan as needed to seeking to ensure that it stays on track to help his clients' pursue their long-term financial objectives.

Through ongoing communication, education, and collaboration, Brandon aims to empower his clients to make informed financial decisions and pursue financial confidence. He strives to be a valued advisor, providing guidance and support every step of the way. By working collaboratively with CPAs, estate planning attorneys, and insurance agents, Brandon seeks to become a central resource for all of his clients’ financial planning needs.

Brandon is a graduate of the University of Connecticut, where he received his B.A. in Management from the UConn School of Business. Brandon joined LPL Financial as part of a merger between LPL and his previous firm, Waddell & Reed. Prior to LPL, Brandon had a 12 year career as a financial advisor at Waddell & Reed.

CRPC conferred by College for Financial Planning.

Professional Achievements:

CFP® Certificant - CERTIFIED FINANCIAL PLANNER™ Professional

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. For more about CFP Board, visit www.CFP.net.

CRPC^®- CHARTERED RETIREMENT PLANNING COUNSELOR^SM

Individuals who hold the CRPC^® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

AIF® - ACCREDITED INVESTMENT FIDUCIARY

The Accredited Investment Fiduciary (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.

The goal of the Accredited Investment Fiduciary (AIF®) Designation is to help assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process designed for carrying out fiduciary responsibility.