Brandon Steele CFP®, ChFC®

CEO, Founder, and Director of Business Development

About Brandon

My belief is that the more knowledgeable you feel, the more empowered and confident you will be in making financial decisions. For that reason, education is one of the core fundamentals of my practice and my client relationships.  

In April 2021, I released my first book, Retire by Design, which shares helpful strategies to help readers design a thoughtful retirement plan. I truly enjoy the synergy that exists between the business and personal sides of life. As much as business is a part of my life, my life is also a part of my business. I strive to bring the two together when possible. 

A Washington state resident for nearly all of my life, I spent most of my upbringing in the Seattle area, graduated from WSU, and currently reside in the Bellevue area. Outside of the office, I enjoy spending time on the golf course, playing hockey, and enjoying various outdoor pursuits--especially in the PNW summers!

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