Brandon Abe joined the Planning Capital Management team in January 2015. As a Financial Planner, he’s motivated to support advisors through exceptional client service. Brandon dedicates himself to ensuring that clients have the right financial tools to properly align their planning strategies.
His background in client services and cutting‐edge technologies help Brandon deliver a first‐class client experience. Brandon is also a CERTIFIED FINANCIAL PLANNERTM certificant (CFP®).
Prior to joining Planning Capital Management, Brandon was a Financial Planning Analyst and Planning Consultant at eMoney Advisor where he also served as a senior member of their client services group. He graduated York College of Pennsylvania with a Bachelor’s degree in Marketing.
Brandon currently lives in Conshohocken, PA. When he’s not at the office, Brandon enjoys playing sports, spending time with his friends and family and sport fishing.
Note: Brandon is not a registered representative of Planning Capital or LPL Financial. As such, he does not provide investment advice or execute securities transactions.