Brandon Van Goethen

Investment Services Associate, EWM
Investment Management Consultant, RJFS

Implementation Professional

The Implementation Professional’s role is to thoughtfully analyze and evaluate a clients current allocation and implement the necessary changes as directed by the Financial Advisor. An analysis is constructed and recommendations are provided for the Financial Advisor to deliver to clients.

This individual oversees the document process and recommendations from end-to-end, working closely with the Financial Advisor to complete the account rebalance and feebased enrollment when applicable.

 

  • 6 years of experience in the financial services industry
  • Holds his Series 7, 63 and 65 securities registrations
  • Has worked with Ian Rosenfield since 2015
  • BS in Business Administration with an emphasis in Finance from Notre Dame de Namur University
  • California native, currently living in Livermore with his new bride
  • NCAA collegiate golfer
  • An avid sports enthusiast, his hobbies include golf, skiing, and hiking

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.