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portrait of Brandon J Pereira
FINANCIAL ADVISOR

Brandon J Pereira

CFP®, ChFC®, CEPA®, AAMS™
350 Hartnell Ave Ste C, Redding, CA 96002opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

About Brandon

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

In 2001, I began my Edward Jones career as a financial advisor in Redding, CA. My wife, Jennifer, and I have two children and have resided in...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesApril 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • California State Univ,ChicoBachelor of Science

Personal Interests

  • Traveling
  • Personal Fitness
  • Cooking
  • Camping
  • Mountain Biking

Team Members

  • Michael Middendorp
    Associate Financial Advisor
    WMCP®
  • Staci Amaral
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(530) 224-9394

Fax

(888) 494-6294

Office Address

350 Hartnell Ave Ste C
Redding, CA 96002opens in a new window

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