Brandon S. Pepe, CFP®, AIF®, CRPC®
Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
I have been a financial advisor with Waddell & Reed since 2009. As a financial advisor, I offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.
CFP® Certificant - CERTIFIED FINANCIAL PLANNER™ Professional
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. For more about CFP Board, visit www.CFP.net.
CRPC® - CHARTERED RETIREMENT PLANNING COUNSELORSM
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
AIF® - ACCREDITED INVESTMENT FIDUCIARY
The Accredited Investment Fiduciary (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.
The goal of the Accredited Investment Fiduciary (AIF®) Designation is to help assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process designed for carrying out fiduciary responsibility.
Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies. (05/20)