About


Brandon Mather joined Wealth Enhancement in 2023 as a member of the Gensler Team. With a career in financial services dating back to 2009, he has gained extensive experience across multiple roles in the industry, honing his expertise in investment management, tax-efficient strategies, and estate planning. Brandon is passionate about helping clients navigate complex financial decisions, leveraging tax strategies and designing customized investment portfolios tailored to their unique goals. He takes pride in building lifelong relationships, guiding clients with a strategic, personalized approach. A graduate of Indiana University's Kelley School of Business, Brandon was born and raised on the East Coast and now calls San Diego home. An outdoor enthusiast, he enjoys fitness, traveling, volunteering, and exploring the city's vibrant food scene. A dedicated surfer, he can often be found chasing waves at Southern California's most iconic surf breaks.



Education

  • BS - Business, Indiana University

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Originally published here by Kiplinger.
Brandon Mather CFP®, CEPA®

Blog

Chances are you rely on your financial advisor to help with financial planning, retirement planning, and investment management. However, not everyone realizes that a properly qualified financial advisor can help with tax planning, too. Because financial advisors possess a deep understanding of your overall financial situation, they can tailor tax strategies that align with your specific goals. Financial advisors with tax planning experience can:
Brandon Mather CFP®, CEPA®

Newsroom

Brandon Mather, CFP®, CEPA, ChFEBC®, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by MarketWatch in “DINKs Report Less Stress, More Savings in 2024: MarketWatch Guides Survey.”
Brandon Mather CFP®, CEPA®

Newsroom

Brandon Mather, CFP®, CEPA, ChFEBC®, Senior Vice President and Financial Advisor at Wealth Enhancement Group authored a byline published by Kiplinger, “Charitable Remainder Trust: The Stretch IRA Alternative.”  
Brandon Mather CFP®, CEPA®

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