Question 1

What services does Brandy Michele Martinez Navarro offer?

Accepted Answer

Brandy Michele Martinez Navarro specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN MATEO, California for a consultation.

Question 2

What are Brandy Michele Martinez Navarro's credentials?

Accepted Answer

Brandy Michele Martinez Navarro holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Question 3

Where is Brandy Michele Martinez Navarro located?

Accepted Answer

Brandy Michele Martinez Navarro is based in SAN MATEO, California, working with VANTAGE WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

Question 4

How does Brandy Michele Martinez Navarro charge for services?

Accepted Answer

Brandy Michele Martinez Navarro's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is VANTAGE WEALTH MANAGEMENT, LLC?

Accepted Answer

VANTAGE WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $607M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Brandy Michele Martinez Navarro

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