For over 25 years, Brandon Barile, CFP® has pursued a unique mission of bringing clarity to complex financial situations through transparent, tax-efficient plans guided by your unique goals. As Fiduciaries with access to many investment and planning vehicles, the recommendations are driven by your best interests. No commission biases. No limited family of funds. Just prudent, holistic financial plans that steadily build wealth for long-term prosperity and peace of mind. Think of the team as your personal CFO—available whenever you need them as a partner and planner for your entire financial life. As such, please download the TARS, Tax Advantaged Retirement Solution Booklet at the top of this page.
Brandon is a Certified Financial Planner™ (CFP®) professional and Chartered Retirement Planning Counselor (CRPC®). He adheres to the Code of Ethics and Professional Responsibility stipulated by the Certified Financial Planner Board of Standards and maintains a rigorous program of continuing education.
Brandon has lived in the Tampa Bay area since 1978 and is a graduate of the University of South Florida (USF). He is married to his wife Janna of 26 years. Together they have two sons: 22-year-old Alexander who is a recent College Grad and 18-year-old Max who is starting College.
Ultimately, everyone who is nearing retirement or is retired has financial questions or concerns and they deserve some answers. That is the very reason these resources are made available to you. We hope the information will get you pointed in the right direction. Brandon is happy to discuss your questions with you, call him anytime. 813-448-6766.