Our Qualifications
Brian Branda, CLU®, ChFC®, CFP®, MSFS
Mr. Branda, principal of Branda Financial Services, has over 36 years of experience in the financial services industry. He provides comprehensive business, estate and retirement planning services for individuals, professionals and owners of small and medium sized businesses. He graduated with honors from the University of Texas - Austin and has earned the following professional designations:
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant (ChFC®)
Master of Science in Financial Services (MSFS)
Brian Branda is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Texas. He holds securities registrations including the FINRA Series 7, 6, and 63.
He is a licensed agent in Texas for life, disability, health and long term care insurance.
Prior to the formation of Branda Financial Services, he was a principal in Seger-Branda Financial Services, which was established in 1984.
Professional Associations:
Society of Financial Service Professionals
Financial Planning Association
Financial Planning Association - Houston
Houston Estate and Financial Forum
National Association of Insurance and Financial Advisors
Community:
Past - Chairman of the Board of Trustees - Cristo Rey Jesuit College Preparatory School of Houston (www.cristoreyhouston.org)
Past member of the Board of Directors of The Art League of Houston
Jacqueline I. Branda, JD, CFP®
Jacqueline has 25 years of experience in the legal profession and more than 8 years in the financial services industry. She is a graduate of Midland University in Fremont, Nebraska with a BA in Music and Drama. She obtained her JD from Washburn University School of Law in Topeka, Kansas. Jacqueline is a Registered Representative of Equity Services, Inc. and offers securities in Texas. Through Equity Services, Inc., Ms. Branda holds securities registrations including the FINRA Series 7 and 63. Legal Services are offered independently of Equity Services, Inc. Jacqueline is also licensed in the state of Texas for life, accident, health and HMO insurance.
Jacqueline is a CERTIFIED FINANCIAL PLANNER™ certificant. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Texas Bar Association - Real Estate, Probate and Trust Law
Houston Bar Association -The Collaborative Law, Probate, Trust & Estate Sections
Houston Estate and Financial Forum
Washburn University School of Law Alumni Association