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Co-founder of AWM Capital
Brandon is the Managing Partner at AWM Capital.
Brandon loves the impact that he can have on the lives of his clients. He works with them and supports them in their growth, whether that’s as an athlete climbing the ranks or a founder building a company.
In 2016, Brandon was named by Investment News as one of the Top 40 Financial Advisers under age 40.
Before AWM, he was a professional athlete by way of UCLA.
Career in Banking and Finance
Prior to founding AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team.
Brandon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Certificate in Investment Performance Measurement (CIPM®) from the Chartered Financial Analyst Institute (CFA).
In 2018, Brandon earned the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business.
Brandon is the co-author of “PAID: How To Maximize Your Signing Bonus, Simplify The Money Game and Secure Your Future.” He also co-hosts The Athlete CEO and AWM Insights podcasts.
Former Professional Baseball Player
Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA.
While at UCLA, Brandon was the team’s co-captain and graduated with a BA in Sociology and a minor in Political Science.
Personal Life
Brandon resides in Glendale, CA with his wife Anne, who is a Chartered Financial Analyst, and two beautiful children, Luke Joshua & Charlotte Grace. Brandon is passionate about wine, cycling and loves being behind the camera in his free time.
Advanced Designations & Certifications
Certified Private Wealth Advisor (CPWA®)
Certified Financial Planner (CFP®)
Certificate in Investment Performance Measurement (CIPM®)
Education
The University of Chicago Booth School of Business – CPWA Certificate
UCLA – Certificate of Personal Financial Planning
UCLA – B.A. Sociology, minor in Political Science
More from Brandon:
All Podcasts
The difference between a good performance and a great performance is the result of how you show up. Are you at your absolute best? Have you set yourself up for peak performance?
This week’s guest is a former D1 collegiate athlete, former MLB player of the Detroit Lions, and the owner of Dead Red Conditioning. After turning down the Cubs and Dodgers years prior, Jeff Larish signed in the 5th round to the Detroit Tigers in 2007. In 2011, his career came to a grinding halt after suffering an ankle injury on the field. For more visit, atheteceo.com/jeff-larish-win-the-process-win-the-game
How confident are you that every decision you are making is the best decision you could make? What is your confidence based on? Our human nature, unsurprisingly, has not always served us well in making decisions. For more, visit: http://athleteceo.com/3-ways-to-make-effective-decisions-erik-averill
Today is a unique show in both structure and message. Instead of our typical interview format, I want to address a topic that I’m convinced more than ever will have the greatest impact on your life. Yet, it is rarely addressed with the urgency and intentionality that it deserves. For more, visit http://athleteceo.com/why-does-money-matter-erik-averill
As a Certified Fraud Examiner, David Bryne knows how to navigate the often “dark” space of finance. David’s company, Bright Lights LLC, was founded in response to the statistics, articles, documentaries, and profiles of athletes cheated out of their money. On this episode of Athlete CEO David gets into the dirty side of finance with the hops of preparing and protecting you. For more, visit http://athleteceo.com/the-dirty-side-of-finance-investments-with-david-byrne
You have heard it said before, “you are your greatest asset.” My question is what are you doing today to increase the value of your greatest asset? It’s time to start thinking like a business owner. The CEO of Athlete, Inc. For more, visit athleteceo.com/20
Taylor Holiday knows business. After avoiding law school (which he calls a stroke of luck) he lived the glorified garage to glory story. Power Balance grew to over 100 employees and a $60 million valuation. Today, as the managing partner of Common Thread Collective, Taylor’s team empowers eCommerce companies to reach new levels. For more, visit http://athleteceo.com/.com/taylor-holiday-from-garage-to-60million-power-balance-common-thread-collective
Ever feel like this?.. You’re trying to find your purpose, but you keep jumping from shiney idea to shiney idea. So did today’s guest – until he found helicopters. For more, visit http://athleteceo.com/.com/neil-jones-flying-your-path-quantum-helicopters
Justin Blaine embodies what it means to be an Athlete CEO. Justin is the Managing Director of The Mentor Group, Inc. a full service, national investment banking, financial advisory, valuation, and appraisal firm. For more, visit http://athleteceo.com/inside-the-most-powerful-sports-network-athletestouch
Today's show will mark the end of our official First Season of the Athlete CEO Podcast.