As a California native, Breanne brings a sun-kissed, can-do attitude to her role as a Wealth Manager at Focus Wealth Partners. She traded the blueprints of industrial engineering from Cal Poly Pomona for financial blueprints, proving that analytical prowess can lead to both efficient factories and well-designed portfolios. Her knack for dissecting complex systems now helps clients plan for robust financial futures.
Breanne is not just a numbers person; she's a certified financial wizard, holding CFP® and CRPC® designations, a Life Insurance license, and FINRA Series 7 and 66 securities registrations through LPL Financial. She joined the family business in 2020, bringing her passion for helping individuals and families turn financial aspirations into tangible realities. Whether it's crafting an investment strategy, planning for a dreamy retirement, or navigating the labyrinth of college savings, Breanne provides tailored guidance with a personal touch, making the complex feel refreshingly clear.
When she's not charting financial courses, Breanne embraces life with gusto. Married to Kyle, she shares her home with a delightful trio of canine companions: Charming, Riley, and Pepper. These furry adventurers even join in on family vacations, proving that some of the best travel companions have four legs and wagging tails. You might find Breanne soaking up the magic at Disneyland, savoring a fine glass of wine during a tasting, or getting lost in the pages of a good book. She believes in living a life as rich and fulfilling as the financial plans she helps her clients create.