Client Relationship Associate; EWM Registered Client Associate; RJFS

Brandon Van Goethen’s role is to thoughtfully analyze and evaluate each client’s current allocation and implement the necessary changes as directed by the financial advisor. He oversees the document process and recommendations from end to end, working closely with the financial advisor to complete the account rebalance, and fee-based enrollment when applicable.

Brandon has worked with Ian Rosenfield since 2015 and has six years of experience in the financial services industry. He holds Series 7, 63 and 65 securities registrations. He has a bachelor’s degree in business administration with an emphasis in finance from Notre Dame de Namur University.

A California native, Brandon is currently living in Livermore with his new bride. An avid sports enthusiast, Brandon’s hobbies include golf, skiing and hiking. He was an NCAA collegiate golfer.

“I apply the same discipline I learned as a collegiate golfer, attention to detail and hard work, to supporting advisors’ efforts to help clients achieve their financial goals,” says Brandon.