Brandon Wallis Email & Phone Number
Chief Financial Officer @ Kūpono Wealth Planning
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Brandon Wallis Location
- Hawaii, United States
Brandon Wallis Work
- 2025 -now Chief Financial Officer @
- 2011 -2025 Financial Advisor @
- 2009 -2011 Vice President @ Pacific Retirement Strategies
- 2009 -2011 Financial Consultant @
- 2007 -2009 Investment Associate @
- 2005 -2007 Financial Advisor @ AXA Advisors, LLC
Brandon Wallis Education
- College for Financial Planning
CFP® (Certified Financial Planner(TM))
2008-2014 - College for Financial Planning
CRPS® (Chartered Retirement Plans Specialist(SM))
2007-2008 - Syracuse University
Bachelor of Science (Communication)
1995-1999 - Syracuse University
Bachelor of Science (Speech Communication and Rhetoric)
1995-1999 - Bronx High School of Science 1991-1995
Brandon Wallis Skills
- Retirement Planning
- Investments
- Series 63
- Financial Advisory
- Strategy
Brandon Wallis Summary
- Brandon Wallis, based in Hawaii, United States, is currently a Chief Financial Officer at Kūpono Wealth Planning. Brandon Wallis brings experience from previous roles at Edward Jones, Pacific Retirement Strategies, Raymond James Financial, Inc. and First Hawaiian Bank. Brandon Wallis holds a 2008 - 2014 CFP® (Certified Financial Planner(TM)) @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Investments, Series 63, Financial Advisory, Strategy and more. Brandon Wallis has 1 emails on RocketReach.
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Brandon Wallis
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Hawaii, United States
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