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Financial AdvisorFAIRMONT PLAZA50 W SAN FERNANDO ST
Floor No. 16,
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Brandon began his financial services career in 2012 after graduating with a B.A. in Economics from Pepperdine University. He focuses on diversification through multi-asset class investment strategies that are customized to meet the specific short- and long-term needs of attorneys, fiduciaries, business owners, entrepreneurs, venture capitalists, real estate professionals, corporate executives, engineers, athletes and high-net-worth individuals. By utilizing sound risk management principles and tax efficient strategies, Brandon is able to implement individually tailored recommendations.Brandon’s consultative and goals-based approach to wealth management begins with developing a thorough understanding of the client’s family and assessing their needs. After gaining insight into their goals, risk preferences, liquidity needs and personal values, Brandon leverages his background in Economics and wealth management—as well as the resources available to him through Merrill Lynch—to help his clients live life the way they imagine.A San Jose native and former Division I athlete, Brandon maintains a passion for health and fitness. In his free time he enjoys relaxing with his wife, reading, playing master’s water polo, weight lifting, hiking, skiing and watching movies. As the President for Pepperdine’s Bay Area alumni chapter, Brandon is responsible for cultivating alumni relationships and fostering service in the community. He is a member of West Valley’s water polo club, where he participates in a number of tournaments throughout the year. Brandon is also a regular attendee of the Santa Clara County Estate Planning Council; Silicon Valley Bar Association; Real Estate Radio Live’s broadcasting events; Biblical Business Training at Family Community Church; Silicon Valley Prayer Breakfast at Stanford; Venture Innovation and a number of other professional organizations.
Brandon Picone is registered to do business in : AL, CA, CO, DE, FL, ID, MA, MI, MT, NC, NE, NJ, NV, OR, TX, WI
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
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