Branden Sears, AAMS®, CFP®
Portfolio Technician, IFS
Financial Advisor, RJFS
Branden has been a key member of the Independent Financial Services (IFS) team since 2013. His career has developed quite rapidly, advancing from a Paraplanner to a Financial Advisor in just a few short years. Branden’s professional registrations include the Series 7, Series 66 as well as Florida Life, Health and Variable Annuity insurance licenses. In addition, he holds the AAMS® (Accredited Asset Management Specialist℠) designation. This professional designation is awarded by the College for Financial Planning.
AAMS® designees distinguish themselves by identifying opportunities not only in investment planning, but also by making comprehensive recommendations to meet a broad range of financial goals.
Along with our other advisors, Branden creates and rebalances all of our customized portfolios and designs asset allocation models to help make sure our recommendations are tailored to our clients’ needs. Branden also conducts all trading functions here at IFS.
As a Financial Advisor, Branden develops financial plans for clients which includes creating and modeling different possible financial scenarios, preparing client reports along with providing key recommendations for helping clients achieve their financial goals.To further enhance his knowledge and career, Branden is currently studying for the CFP (CERTIFIED FINANCIAL PLANNER™) certification.
Branden was born in Merritt Island, Florida and raised in Brandon, Florida. After graduating from Stetson University with a Bachelor’s Degree in Business Management, he quickly found a spot here at IFS where he helps makes sure that clients have a mapped outcome for their retirement. Branden is a member of the Pasco Chamber of Commerce, the Network of Professionals Incorporated and the Shriners International Egypt Chapter.