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Brandon Gerfen

Serve Long-Term Investors - Goals-based Advice - Planning Partner

Brandon Gerfen is a Fiduciary Advisor currently working at Trajan Wealth LLC, based in Frisco, Texas. He has been with Trajan Wealth since April 2021, focusing on providing personalized financial planning and empowering clients to achieve their financial goals. His approach emphasizes creating comprehensive financial plans tailored to individual needs, including retirement planning, education savings, and preparing for unexpected events .123

Previously, Brandon worked as a Financial Advisor at Edward Jones in Longview, Texas, from March 2020 to November 2020. His role there involved assisting clients with investment strategies and financial planning .45

Brandon's career path reflects his dedication to serving others, a value shaped by his time in the Marine Corps. His military service instilled attributes like decisiveness and unselfishness, which he carries into his financial advising practice. He is committed to understanding what is truly important to his clients and partnering with them to create actionable financial strategies .2

Highlights

Jan 13 · trajanwealth.com
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Brandon Gerfen
Brandon Gerfen, photo 1
Brandon Gerfen, photo 2
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