Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Retirement Strategies, Risk Management Strategies
Brandon Au has over a decade of experience in the financial service industry and excels in his career at MassMutual since 2008. He has earned several awards as a successful Financial Advisor and eventually transitioned to a leadership position as the current Managing Partner at one of the top growth offices for MassMutual. His firm offers an array of services from financial planning, asset management, wealth accumulation and protection, risk management, insurance, to estate planning. In addition, his team has a business planning group that focuses on business owners and businesses in protection and growth strategies.
Brandon is a well-rounded leader with a strong background in finance, real estate development, and entrepreneurship. He founded marketing, advertising, event planning, and original content management companies in Los Angeles where he currently sits on the Board for the holdings company. He also entitled, underwrote, and acquired residential real estate development projects with Warmington Homes and Stonebridge Development. His consulting skills were built at PriceWaterhouse Coopers and his investment knowledge was built through his experiences as an independent RIA and with private client investments and corporate cash management at Morgan Stanley and Merrill Lynch.
Brandon serves as the President of the National Association of Insurance and Financial Advisors (NAIFA) in the Silicon Valley and the San Francisco chapter. He was also the Director of Career Development for the Financial Planning Association (FPA) San Francisco Board.
Brandon achieved the Certified Fund Specialist (CFS) and Certified Long Term Care (CLTC) designations. He earned an M.B.A. with an emphasis of Finance and Accounting from Santa Clara University’s Leavey School of Business and a B.A. of Legal Studies from UC Berkeley.
Brandon is a registered representative of and offers investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 3003 Oak Road, Suite #250, Walnut Creek, CA 94597.
CA Insurance Lic. #0G24911
State of Domicile: CA and NY
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University of California at Berkeley