Brandon Accardo

Brandon brings over 14 years of experience in the financial industry and is dedicated to helping clients navigate their retirement planning journey. With a strong background in client service and financial strategies, he is committed to providing guidance and support to ensure clients feel confident in their financial decisions. His disciplined approach and attention to detail stem from his background as a U.S. Army veteran, where he developed a strong foundation in leadership, precision, and problem-solving.

Brandon holds the Series 7 and Series 63 securities licenses and is also a licensed Life & Health Insurance Producer. 

Outside of work, Brandon stays active by competing in triathlons, constantly pushing himself to achieve new goals—both personally and professionally. Whether training for his next competition or helping clients stay on track, Brandon is always focused on long-term success.