Brandon J. Angotti, CFP®, CEPA®, CRPC®
Vice President, Financial Planning & Trust Officer
Brandon joined The Wealth Group in 2019 after a career in accounting in the investment management industry. Most recently, he worked as a Fund Accountant for Strategic Value Partners, a global investment management firm headquartered in Greenwich, CT. Prior to that, he worked at Deloitte in Stamford, CT.
Brandon brings a passion for financial planning, specifically for helping clients organize their financial lives, prepare for retirement, and achieve financial independence. He graduated with a BS in Accounting from the State University of New York at Geneseo.
He is a Certified Financial Planner (CFP®) professional, Certified Exit Planning Advisor (CEPA®) and a Chartered Retirement Planning Counselor (CRPC®).
