Steve Branton, CFP®, CPCC®

Advisor, Principal , San Francisco

A goal without a plan is just a wish. ― Antoine De Saint-Exupery

Steve Branton’s mission is to serve clients as their key thought partner in the design of their financial life plans. From development and through ongoing implementation, Steve brings his technical expertise and coaching skills to help clients achieve their financial goals and dreams. Steve holds a Bachelor of Economics from Tulane University.

Steve completed his financial planning studies at Southern Methodist University. He obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2009 and joined the firm in 2011.

Steve is also an Accredited Domestic Partner Advisor (ADPA®), specially trained to advise on various financial issues including marriage planning, wealth transfers, federal taxation, retirement planning, and medical end-of-life needs for domestic partners and non-traditional clients.

In addition, Steve has complemented his planning expertise by earning the credential of Certified Co-Active Coach® (CPCC) at the Coaches Training Institute (CTI). He is also accredited by the International Coach Federation as an Associate Certified Coach (ACC).

Steve is a Court Appointed Special Advocate (CASA) for youth in the SF foster care system and currently pursuing a Master of Science in Financial Life Planning at Golden Gate University.

An experienced Bay Area financial planner and advisor, Steve has been interviewed by the Wall Street Journal, USA Today, Time Magazine, San Francisco Business Times, and other publications, and writes articles on a variety of financial topics, including cross-border planning, crowdfunding, and marriage planning.

Education: 

  • Tulane University: B.A., Economics and Latin American Studies
  • Southern Methodist University: Certificate in Financial Planning

Specialties: 

  • Cross-border financial planning
  • Marriage planning
  • Non-traditional couples
  • Coaching
  • Fluent in Spanish

What colleagues say about Steve:

Well, for one, Steve is my advisor.  It’s no surprise that internally Steve is everyone’s advisor.  It tells you something about his listening skills and his ability to hear your dreams and goals and become the compass that guides you to your own true North.” 

Languages

  • English
  • Spanish

Talk to Steve

Posts by Steve Branton

7 Year-End Planning Tips for Your Money

Nov 4th 2021

By Steve Branton - Advisor, Principal

Life Advice: Processing Grief During Difficult Times

Sep 2nd 2021

By Steve Branton - Advisor, Principal

Steve Branton Named to North Bay Business Journal’s Pride Leadership Awards List

Jun 7th 2021

By Steve Branton - Advisor, Principal

Cross-border money: Protecting your finances abroad

May 7th 2021

By Steve Branton - Advisor, Principal

The Well-Being Theory: How Much Happiness Can Money Truly Buy?

Mar 11th 2021

By Steve Branton - Advisor, Principal

Expecting the Unexpected: The Importance of Authorizing Information Sharing

Jan 5th 2021

By Steve Branton - Advisor, Principal

Year-End Tax-Planning Tips to Consider

Dec 1st 2020

By Steve Branton - Advisor, Principal

A Change Will Do You Good: Embracing What’s Next in Your Financial Journey

Sep 22nd 2020

By Steve Branton - Advisor, Principal

Domestic Partnerships: New Planning Opportunity Available in California

Jun 26th 2020

By Steve Branton - Advisor, Principal

Bay Area Home Renovation in the Works? What to Know Before You Begin

Jun 22nd 2020

By Steve Branton - Advisor, Principal

Understanding the Real Costs of Raising Kids in the Bay Area

Feb 18th 2020

By Steve Branton - Advisor, Principal

Unclaimed Money: What to do When a Good Account Gets Forgotten

Jan 1st 2020

By Steve Branton - Advisor, Principal

6 Tips For Buying a Starter Home in the Bay Area

Sep 1st 2019

By Steve Branton - Advisor, Principal

Strategies to Protect Your Wealth at Every Stage of Your Life

Aug 10th 2019

By Steve Branton - Advisor, Principal

The Prenup: In Case Love Doesn’t Conquer All

Mar 4th 2019

By Steve Branton - Advisor, Principal

Media by Steve Branton

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