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Brandon Berman Location
Los Angeles, CA, US
Brandon Berman Work
2023 -now Partner @
2022 -now Founder @ Total Wealth Services
2017 -2022 Director @ Polaris Greystone Financial Group, LLC
2014 -2017 Private Client Advisor @
2011 -2014 Private Client Banker @
2010 -2011 Personal Banker @
Brandon Berman Education
University of California, Los Angeles
Personal Financial Planning Certificate (Accelerated) (Financial Planning and Services)
2012-2013
Hawaii Pacific University
Bachelor of Science (BS) (Finance)
2006-2010
Hawaii Pacific University
Bachelor of Science - BS (Entrepreneurship/Entrepreneurial Studies)
2006-2010
Brandon Berman Summary
Brandon Berman, based in Los Angeles, CA, US, is currently a Partner at Total Wealth Group. Brandon Berman brings experience from previous roles at Total Wealth Services, Polaris Greystone Financial Group, LLC, J.P. Morgan and JPMorgan Chase & Co.. Brandon Berman holds a 2012 - 2013 Personal Financial Planning Certificate (Accelerated) in Financial Planning and Services @ University of California, Los Angeles. Brandon Berman has 3 emails on RocketReach.
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