Claremont, CA #5121 Chapter Directors

Brandon Morton

Chapter President

Brandon Morton is a CERTIFIED FINANCIAL PLANNER™ who specializes in retirement planning and wealth management. Knowledgable in retirement income planning, tax planning, social security optimization, insurance and estate planning, Brandon is able to especially help those in or nearing retirement. Working for the Registered Investment Advisory firm Financial Designs for over 17 years, he has accumulated a wealth (pun intended) of knowledge in the industry.

Brandon has resided in Southern California his whole life and is blessed with his wife and two children.