Brandon Au's Email & Phone Number

💼 Past Experience

Managing Partner - Wealth Management at MassMutual Northern CaliforniaBrandon CFS is currently a Managing Partner Wealth Management at MassMutual Northern California. Brandon is President/Board at NAIFA and Managing Partner | Wealth Management at MassMutual NorthernCalifornia.In 2006, Brandon co-founded and was Board Advisor (with noted vocal investor and speaker, Jesse Ventura, III) to PCA | Multicultural Marketing & Communications, which is now known as the world’s largest independent distributor of diversity marketing products and services.Prior to that, Brandon was a Managing Partner at Oppenheimer Funds, where he was responsible for all outside investment products and Wealth Management for Oppenheimer Funds clients with investment wants, needs and strategies in international, emerging markets and global zones. Additionally, Brandon was responsible for Oppenheimer Funds’s overall financial planning and management.Brandon is also a Certified Financial Planner (CFP) and a Trust Accountant. In the past, Brandon has also been an NHLer and attended the John Wooden School of Business at USC. While at Oppenheimer Funds, Brandon was a Black|Latino and Engineering graduate of USC with a degree in Economics.Brandon CFS is currently a Managing Partner at MassMutual Northern California where he is responsible for all outside investment products and Wealth Management for Oppenheimer Funds clients with investment wants, needs and strategies in international, emerging markets and global zones. Additionally, Brandon is responsible for Oppenheimer Funds’s overall financial planning and management.Brandon CFS is also a Certified Financial Planner (CFP) and Trust Accountant. In the past, Brandon has also been an NHLer and attended the John Wooden School of Business at USC. While at Oppenheimer Funds, Brandon was a Black|Latino and Engineering graduate of USC with a degree in Economics.

🎓 Education

Brandon CFS's education and experience provide him with the skills and knowledge needed to be successful in any business endeavors. He has had a strong background in business and economics, which has given him the knowledge and skills necessary to understand and accurately forecast business trends.Out of college, Brandon quickly found himself in demand as a business consultant and trainer. He has engaged in a wide range of projects, consulting on everything from small business to large company cultures.Brandon's experience and skills as a business consultant and trainer give him the unique perspective and knowledge to help you reach your business goals.He is also a highly experienced business coach, which gives him the ability to help you reach your business goals in a holistic and individualized manner. With years of experience working with businesses of all sizes, Brandon has a wealth of advice and knowledge to share that can help you achieve your business objectives.

💡 Technical & Interpersonal Skills

Brandon CFS has over 10 years of experience in the financial industry, specifically in the areas of Wealth Management and Marketing.Brandon CFS has vast experience and knowledge in the area of Wealth Management, having worked as a Managing Partner at MassMutual Northern California and as a Board Advisor at PCA | Multicultural Marketing & Communications. Brandon CFS also holds a B.S. in Economics from Azusa Pacific University.