Helping Clients Feel In Control

By Sally Brandon on February 27, 2015 in Retirement Investing, .

Sally Brandon, Senior Vice President of Client Service & Advice for Rebalance, on connecting with Rebalance clients and feeling in control of your retirement. More advice from Sally on retiring with more.

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The mission at Rebalance is to help clients retire with more, to give them a sense of control that there is a plan in place, and ideally, I would love to be able to give clients the opportunity to have the retirement of their dreams.

Sally Brandon

Sally Brandon is the Senior Vice President of Client Service and Advice at Rebalance. She holds a B.A. from the University of California at Los Angeles and an M.B.A. from the University of Southern California. As a wife, mother and one of the senior members of the Rebalance team, she brings an intuitive understanding of the personal side of retirement saving. Sally began her investment career at MarketRiders, where she supported many of the company’s retirement-investor clients, who collectively have more than 10,000 portfolios and $4 billion on the platform. She is a registered Investment Representative and holds a Series 65 securities license.