As an Associate Advisor on the Everland Sandry Team at Moneta, Brandon Bineau assists clients in defining and pursuing their financial goals, implementing their financial action plan, and monitoring their progress throughout life so they can focus on enjoying their time doing what they love.
Brandon joined Moneta in 2024 after gaining valuable experience in the financial services industry across different wealth management models with jobs at Charles Schwab, JPMorgan Chase, and CAPTRUST. He was attracted to Moneta because of the resources and support the firm provides its advisors to go above and beyond for clients.
Brandon holds a bachelor’s degree and a business minor from the University of Colorado Boulder. He has also earned professional designations as a Chartered Retirement Planning Counselor SM (CRPC®) and Wealth Management Certified Professional® (WMCP®), and the Series 66 license.
Outside of the office, Brandon’s background in competitive downhill skiing has taken him on extensive travels in pursuit of the sport. He also enjoys mountain biking, and hiking with his fiancé and their Mini Aussie.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselor SM
- Wealth Management Certified Professional®
