Brandon Plattner, a seasoned Fiduciary Money Manager and Financial Advisor at Plattner Asset Management, brings a wealth of expertise to his role, underscored by an impressive array of professional designations, including AAMS®, AIF®, AWMA®, CMFC®, CRPC®, CRPS®, and RFC®. Located in Peoria, Illinois, Brandon is...
Brandon Plattner, a seasoned Fiduciary Money Manager and Financial Advisor at Plattner Asset Management, brings a wealth of expertise to his role, underscored by an impressive array of professional designations, including AAMS®, AIF®, AWMA®, CMFC®, CRPC®, CRPS®, and RFC®. Located in Peoria, Illinois, Brandon is dedicated to providing comprehensive financial planning and wealth management services tailored to meet the unique needs of his clients. His fiduciary responsibility ensures that he prioritizes the best interests of his clients, guiding them through the complexities of financial decision-making with integrity and transparency.
At Plattner Asset Management, Brandon leads key projects focused on retirement planning, asset allocation, and long-term care strategies, helping clients navigate their financial futures with confidence. His expertise in 401(k) management and IRA rollovers allows him to create customized investment strategies that align with clients' goals and risk tolerance. By leveraging his extensive knowledge in finance and money management, Brandon empowers individuals and families to build and preserve wealth over time.
Brandon's commitment to ongoing education and professional development is evident in his diverse skill set, which encompasses everything from retirement planning to comprehensive financial analysis. He believes that informed clients are empowered clients, and he strives to demystify the financial planning process through clear communication and personalized service. Whether clients are preparing for retirement, managing their investment portfolios, or seeking guidance on long-term financial strategies, Brandon Plattner is dedicated to helping them achieve financial security and peace of mind. For personalized financial advice, he invites clients to schedule an appointment at Plattner Asset Management, where their financial well-being is the top priority.
