Brandon D. Bauer, CFP®

Partner at Voisard Asset Management Group
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Contact Information
us****@****om
(386) 825-5501
Location
Grand Rapids Metropolitan Area
Languages
  • English -
  • Spanish -
Skills

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Bio

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Credentials

  • CFP®
    -
    Dec, 2015
    - Nov, 2024

Experience

  • Voisard Asset Management Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • 2015 - Present

      Responsible for the development of comprehensive high new worth wealth management plans, incorporate multi-generational tax strategies, the execution of goal-based planning strategies, management of investment portfolios and strategic vision of the company. Responsible for the development of comprehensive high new worth wealth management plans, incorporate multi-generational tax strategies, the execution of goal-based planning strategies, management of investment portfolios and strategic vision of the company.

  • Adventis
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Equity Partner
      • 2012 - Present

  • Greenleaf Trust
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Wealth Management
      • 2012 - 2015

  • PNC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Branch Manager
      • 2008 - 2012

Education

  • Grand Valley State University
    Bachelor’s Degree, Finance and Business Economics
    2004 - 2008
  • College for Financial Planning
    CFP Certification Professional Education Program
    2013 - 2015

Community

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