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MEMBER PROFILE

 

Brandon Park

N/A

 

Member profile details

Membership level
Hawaii Sponsor
First name
Brandon
Last name
Park
Suffix
CFP®, CIMA®, CPWA®, CEPA®
Title
Executive Director | Wealth Management
Company
N/A
XPX Chapter Email Lists
  • DC Metro News & Events
  • Hawaii News & Events
  • Northern California News & Events
 

XPX ROLE

Chapter Sponsorship Type
Gold
Leadership Role
President, Launch Committee
 

CONTACT INFORMATION

City
Honolulu
State
Hawaii
 

PROFILE INFORMATION

Call me when
Empowering founders to exit on their terms - and at their peak
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Financial Modelling
  • Investments
  • Retirement
  • Risk management
  • Tax
  • Trusts
  • Venture capital
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP, CEPA, CIMA, CPWA
Transition Planning Certification or Methodology
CERTIFIED EXIT PLANNING ADVISOR
In Business Since
2006
How to contact
202-999-0488
LinkedIn profile link
https://www.linkedin.com/in/bp110/
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