Brandon Thorsten MS, CFP®, E.A.858-547-1845
Brandon graduated with a BA in Political Science from the University of California, San Diego in 1995. He entered into the financial planning field as a broker holding his series 6, 63 and Life Agent Licenses. In 1996, he helped form Merrithew & Associates (later to become Merrithew & Thorsten, Inc.). He is both a Certified Financial Planner licensee (2000) and an Enrolled Agent (1997).
Brandon is a member of both the Financial Planning Association and the Inland Society of Tax Consultants.
Brandon presents seminars to many organizations on a variety of topics from changes in the tax code, to investment philosophy & strategy.
In addition Brandon has completed the course of study in Life Planning and along with Les gives a series of Seminars in Life Planning.
Brandon and Les work together in all aspects of the financial planning process. They are equally involved with every client situation. This gives our clients the ability to speak with two different people about their situations rather than relying on the availability of only one advisor.
Brandon focuses his expertise in the fields of portfolio construction, investment management, tax planning, retirement planning and the financial planning "process."