Author: Sally Brandon

As a wife, mother, and senior member of the Rebalance IRA team, Brandon brings an intuitive understanding of the personal side of retirement saving. She understands the difficulties encountered in thinking about retirement in one’s 40s, or even 50s, and how to navigate competing financial demands. Brandon began her retirement investment career at MarketRiders, where she supported many of the company’s retirement-investor clients. Brandon received a B.A. from the University of California at Los Angeles and an M.B.A. from the University of Southern California. She is also a registered Investment Representative and holds a Series 65 securities license.

Rebalance IRA is a retirement investment firm that offers lower costs, globally-diversified investment portfolios, and systematic rebalancing. This investment approach is combined with a team of sophisticated and highly credentialed finance professionals who focus on the client’s long-term retirement investment goals. Rebalance IRA is headquartered in Palo Alto, Calif. and Bethesda, Md. For more information, click here.

you may also like

Recipes We