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 and Series 66, as well as Florida Life, Health, and Variable Annuity insurance licenses. In addition, he holds the AAMS® (Accredited Asset Management Specialist℠) designation, awarded by the College for Financial Planning. Branden is also a CERTIFIED FINANCIAL PLANNER™ (CFP ®) professional.

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.

As a CERTIFIED FINANCIAL PLANNER™ professional, Branden understands the complex intricacies of retirement planning, estate planning and portfolio analysis.

As our Portfolio Technician, Branden creates and rebalances all our customized strategies and designs asset allocation models to help make sure our recommendations are tailored to our clients’ needs.

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 make sure that clients have a mapped outcome for their retirement. Branden is a member of the Pasco Chamber of Commerce and the Shriners International Egypt Chapter.

 

 

Raymond James Financial Services is not affiliated with the above independent or charitable organizations. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.