Purpose Financial & Insurance Services - Novato, California

Janine O.

I recently had the pleasure of working with Brandon. From the moment we met, I could sense his dedication to making a positive impact on the lives of others. What sets Brandon apart is not only his extensive knowledge of financial matters but also his genuine and family-oriented approach. His commitment to educating children about financial literacy is truly commendable, and it reflects his understanding of the importance of instilling these skills from an early age. This speaks volumes about his dedication to building a financially empowered future generation.
Brandon's friendly and approachable demeanor creates a comfortable environment for learning. His presence is reassuring, making complex financial concepts accessible and easy to understand. He goes above and beyond to ensure his clients feel supported and informed. If you are seeking a knowledgeable, friendly, and family-oriented financial consultant who genuinely cares about your financial well-being, Brandon is the expert to turn to. I highly recommend his services for anyone looking to navigate their financial journey with confidence and empowerment.

Kathleen R. S.

Brandon is a true blessing in the financial realm! He is a virtuoso of giving real and doable advise as far as budgeting and his message of you are never too old and it's never too late to make a new financial plan. Now his message is also being clearly delivered to our kids, they don't teach this stuff in school and it is seriously needed. Brandon offers education in real life money matters that kids can learn and grow with, he is an incredible teacher, mentor and financial guru. Do not hesitate in calling Purpose Financial & Insurance Services, you will not regret it!

Angela L.

After meeting with Brandon, I was reminded of how different Financial Advisors can be and how important it is to find someone that you connect with and can trust. It was clear to me after talking with Brandon that he's so very knowledgeable but what also came across is that he cares very much about his clients and his purpose is to help them plan for whatever their goals are. If you are looking for an advisor that truly understands and cares about you, I’d highly recommend Brandon.

Jon R.

"Leave It Better, A Financial Blueprint"

Wow! I just read Brandon's new book. Great information and a great way to think about aligning your financial future with stability, independence and meaningful purpose. The names we know from history have used these methods... why not you? Brandon can help bring you closer to the future you aspire to!

Melissa D.

Brandon is a wealth of knowledge (pun intended) when it comes to financial education. He is transparent, honest and realistic which is exactly what you want when it comes to your finances.

I really wish I had a resource like him when I was a teen, I would have saved myself a lot of stress as an adult.

Benjamin S.

Brandon is attentive, authentic, and excellent at explaining financial planning options in a way that even I can understand. I greatly appreciate his patience and his sense of humor and trust him completely to have my best interests at heart.

Nancy W.

Brandon goes above and beyond for his clients. Not only is he knowledgeable, but he’s trustworthy and makes you feel like you’re the only one in the room. I highly recommend Brandon.

Carolyn P.

The epitome of service and community, it is such a pleasure and inspiration to do business with companies leading the way that business should be done. Bravo!