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BRANDON STITES, CFP®, EA

Wealth Advisor & Supervisor

A California native, Brandon Stites was born in the Central Valley but ultimately made his way to the Monterey Peninsula upon graduating from college. He began his professional career as an intern with Hayashi Wayland in 2016, joining the Investment Services and Accounting teams full time in 2017.

Brandon Specializes in:

  • Financial planning

  • Tax planning

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Brandon is Known for:

His constant pursuit of technical knowledge and expeditious responses to client communications

Brandon Works with:

Individuals, Families, trusts and businesses

Brandon's Best capabilities are:

Solving puzzles. Financial plans are big puzzles with many pieces: investments, tax issues, estate issues, client goals, varying time horizons, among countless other things

What he likes most about his job:

“I enjoy collaborating with clients to create a comprehensive financial plan. It is an incredibly rewarding experience to see clients accomplish goals laid out in a successfully implemented plan.”

Professional Affiliations and Credentials:

  • Certified Financial Planner

  • Enrolled Agent, Admitted to Practice Before the Internal Revenue Service

  • Series 65 License to serve as an investment advisor

  • CFA® Program Participant, CFA Institute

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Education:

  • Bachelor of Business Administration, Accounting and Financial Management from Abilene Christian University​

What you may not know about Brandon:

When Brandon isn’t in the office, he’s enjoying everything the Peninsula has to offer. His current activity of choice is paddle boarding at his favorite spot, Carmel Beach. He played collegiate golf and has recently ‘dusted’ off his clubs and began playing again.

© Copyright 2021 Hayashi Wayland Investment Services, LLC. All Rights Reserved | Disclosures

 

Hayashi Wayland Investment Services. (“HWIS”) is a California registered investment adviser firm. Such registration does not imply a certain level of skill or training.  For a copy of HWIS’s current Form ADV that includes a description of our services provided, fees charged, and other important information, please click hereHWIS may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where HWIS is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.  For additional important disclosures, please click here.

CARMEL OFFICE
26515 Carmel Rancho Boulevard, Suite 100
Carmel, CA 93923

info@hw-invest.com

(831) 759-6300