Ca License #0H33701
Brandon Perrier, is an Account Executive with LMT Financial and is one of our newest Advisers. His affiliation with LMT Financial gives him the tools and environment to offer financial services to the changing needs of his clients. Brandon’s passion comes from seeing the security and peace of mind he is able to offer clients; from the young family to the retiree. Brandon believes Financial Advising is about the people. He feels it is an essential part of investment planning to understand the client’s goals and concerns.
Everyone looks for trust and security in their Financial Adviser. Brandon’s attributes persistence and dedication as his key factors to being able to succeed in the financial industry. Brandon works with his clients to address their financial goals head on and to set a plan for the future. Once on a plan, Brandon is dedicated with timely follow up and committed to meeting client’s financial objectives. The services Brandon and LMT Financial provide range from college planning, insurance, retirement and long term care planning.
Brandon graduated from Humboldt State University with a Degree in Finance and a minor in Accounting. He is currently an active member of the Chron’s and Colitis Foundation. Brandon enjoys living an active life style from surfing to biking and everything in between. He has been dedicated to soccer since he was a kid and was captain of his college soccer team where he received honors from his teammates.
Favorite Quote: Make Good Decisions… Grandpa Vince
