Foundations Investment Advisors
Brandon Chew is a college planner at College Planning Experts, specializing in helping students secure funding for college, gain acceptance into their dream school, and navigate financial aid. Prior to this, Brandon worked as a wealth manager at Foundations Investment Advisors, focusing on retirement income planning and analysis. With a background in finance and accounting operations at VMware, Brandon brings a wealth of experience and expertise to their current role. Brandon holds a Bachelor of Science in Finance from Santa Clara University.
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Foundations Investment Advisors
Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.