The Professionals Behind Your Retirement Strategy
As a native of New Mexico, Brandon Whitmore, CFP®, ChFC® has dedicated over a decade to serving clients and giving them newfound confidence to meet retirement on their terms.
Brandon Whitmore is a CERTIFIED FINANCIAL PLANNER™ professional, & Chartered Financial Consultant®.
Brandon's education comes from Arizona State University, The College for Financial Planning, and The American College of Financial Services.
Brandon is married to his wife, Devri, and together they have four children (Kenneth, Brooke, Savannah, and Matthew). They enjoy living in Rio Rancho, and being active outdoors. When not at the office, Brandon enjoys traveling, playing tennis, skiing, and reading.
We are the partner where clients can direct all financial questions.
If we need to utilize other professionals, we will assist you in coordinating and collaborating with others such as accountants, attorneys etc.
Meet Our Senior Wealth Advisor
Take the next step by scheduling a complimentary 30-minute conversation with Brandon Whitmore, CFP®, ChFC®