A Sense Of Control

By Sally Brandon on July 1, 2015 in Investment Advisors, .

Sally Brandon, Senior Vice President of Client Service & Advice helps clients feel comfortable with the direction of their retirement money, so that they feel in control. More on what makes Rebalance different.

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I’m very much a planner and I love to feel in control, so I can understand how unsettling it is for our clients who come to us and don’t have that sense of control of where their retirement is going. I think the mission at Rebalance is really to help clients retire with more. I feel that it’s really important that people have control and feel comfortable with the direction of their retirement money, so for us to put an investment strategy in place that will help them get to where they want to be and to have that control, it a great feeling.

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.