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Brandon Gualtiere, Financial Advisor

FINANCIAL ADVISOR
Brandon R Gualtiere

CEPA®
456 East 16th Street Suite 1, Holland, MI 49423opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

About Brandon

With over a decade of experience in the financial industry, I'm dedicated to empowering affluent individuals and business owners to help achieve their financial aspirations. My deep understanding of wealth strategies and strategic planning allows me to craft personalized solutions that not only help preserve but also grow wealth in alignment with my clients' long-term goals.

What sets me apart is my holistic approach. I focus on understanding your unique vision, lifestyle and aspirations. I help you navigate the complexities of wealth with clarity and confidence, helping to ensure your financial strategies are one step ahead of market changes and...

Work History

  • Edward JonesJanuary 2013 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Central Michigan UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Golfing
  • Football
  • Auto Racing

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(616) 494-9551

Fax

(866) 462-5956

Office Address

456 East 16th Street Suite 1
Holland, MI 49423opens in a new window

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