As a seasoned financial professional with over 10 years of experience, Brandon Zisa has dedicated his career to helping individuals and families achieve their financial goals. With a focus on workplace savings plans, financial planning, and cash flow analysis, Brandon has established himself as a trusted advisor in the financial services industry.
Brandon's professional journey began at TD Bank, where he served as a Financial Service Representative, working closely with local community members and small business owners to provide personalized financial solutions. He then transitioned to Voya, where he spent several years further developing his knowledge and experience in financial planning and retirement solutions. Brandon's passion for innovation and growth led him to join Vestwell, a fintech startup focused on providing retirement plans for small businesses throughout the United States, as an early employee and first client success hire. During his time at Vestwell, Brandon played a key role in building the foundation for the company's future growth, establishing processes and strategies that would ultimately help the company scale to over 500 employees and achieve a $1 billion valuation. After his time at Vestwell, Brandon returned to Voya, where he is today, leveraging his experience to help clients achieve their financial goals as the founder of 732 Financial. Throughout his career, Brandon has developed a unique blend of skills and experience, including:
- Workplace Savings Plans for Business Owners
- Retirement Planning and Wealth Management
- Financial Planning and Cash Flow Analysis
- Investment Management and Portfolio Optimization