Brandon Peters

Brandon Peters has been in the finance industry since 2012. Brandon began their career at Merrill Lynch as a Manager, Wealth Management Team (Series 7, 66, 9 & 10), then moved on to a role as Premier Advisor, Wealth Management (Series 7, 66), and then a Financial Advisor, Wealth Management. In 2016, they joined Personal Capital as a Sales Advisor, VP. In 2018, they became a Product Manager at FinFolio, and then moved on to a Product Manager role at Vertafore in 2019. Currently, they are a Senior Product Manager at Income Discovery.

Brandon Peters has a Bachelor of Science (B.S.) in Finance from the W.P. Carey School of Business at Arizona State University, obtained between 2008 and 2012. Brandon has also taken Financial Education CFP® Exam Prep (101-107) at Kaplan University. Additionally, they hold the Certified Scrum Product Owner (CSPO) certification from the Scrum Alliance, obtained in August 2020, as well as Series 10, Series 65, Series 66, Series 7, and Series 9 certifications from the Financial Industry Regulatory Authority (FINRA).