Broker Check
J. Brandon Clarke, MSFP®, ChFC®

J. Brandon Clarke, MSFP®, ChFC®

Senior Wealth Advisor, Director of Planning Services & Partner

“Financial planning” means different things to different people, to Brandon it’s about helping individuals, families and business owners create common sense financial strategies that flat out work. It’s about helping clients accumulate, protect, and enjoy their money in a way that allows them to focus on what’s most important to them.

Brandon has spent over 25 years helping clients understand what they need to do to achieve their most important financial goals in the most efficient manner. His consulting process not only helps clients clearly articulate what they want to achieve, but he also helps build an efficient plan, employing various financial strategies, vehicles and services, to bring the plan to life.

When it comes to your money, trust is everything. Those working with Brandon can expect honest, no-nonsense advice, founded on time-tested principles of financial success and integrity.

Brandon received his Bachelor of Arts from Brigham Young University in 1994 and his Master of Science in Financial Planning from The American College of Financial Services in 2023. Brandon and his wife Marilee are the parents of five children and a goofy dog.  When not working with clients, Brandon has spent many years in industry, community and church service and has been known to abuse a fly rod on a lazy stream, hit the slopes with his kids, or settle down with a good book on the beach with his wife.


  • Master of Science in Financial Planning (MSFP®)
  • Chartered Financial Consultant (ChFC®


  • Brigham Young University, B.A. English, Minor Psychology


  • National Association of Insurance and financial advisors,
  • Arizona Management Society
  • American Leadership Academy, Board Member, Treasurer