Brendon Pierce, a Financial Advisor with Independence Financial Partners, has worked in the financial services industry since 2013. Previously Brendon worked for Barnum Financial Group, and New York Life. He also has experience as a business owner, starting and building a business right out of college where he earned a BS in Finance with a concentration in investment management and minors in economics, art history and sociology. He holds the SIE, Series 6, 63, and 65 licenses, and his Life and Health insurance license.
In his work with clients, Brendon appreciates the varying points of view and company dynamics that he sees. His driving question is, “How can we make better financial decisions and what impact will that have on our life?” His deep interest in behavior and money mindsets stems from personal experiences and the desire to help people answer basic questions about investments—from evaluating risk to determining how much to save or spend. With these points in mind, Brendon helps clients to create a better tomorrow and ensures that they are educated to completely understand all parts of the planning process.
Brandon has a thirst for learning; he loves reading and is fascinated with mathematics. Beyond his focus on financial topics, he also has an interest in nutrition and fitness. An avid snowboarder, when he’s not at the office, Brendon enjoys surfing, running, and outdoor sports as well as spending time at the gym.
Focus
- Retirement Planning
- Retirement Distribution Strategies
- Wealth Management
- Protection Planning
- ERISA, 457b and 403(b) Plans
- Asset Allocation
- Long-term Care Planning
- Life Insurance Strategies
- Detailed Financial Plans
- Disability Insurance