Sally Brandon

Sally Brandon is the Senior Vice President of Client Service and Advice at Rebalance. She holds a B.A. from the University of California at Los Angeles and an M.B.A. from the University of Southern California. As a wife, mother and one of the senior members of the Rebalance team, she brings an intuitive understanding of the personal side of retirement saving. Sally began her investment career at MarketRiders, where she supported many of the company’s retirement-investor clients, who collectively have more than 10,000 portfolios and $4 billion on the platform. She is a registered Investment Representative and holds a Series 65 securities license.

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How To Save: Out Of Sight, Out Of Mind

How To Save: Out Of Sight, Out Of Mind

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Saving has a reputation for not being much fun. It smacks of deprivation and penny-pinching, of spending your vacation at the Jersey Shore instead of the French Riviera. About half of Americans say they have only enough cash on hand to live for six months, reports Bankrate.com, and 25% can only pay their bills for… Continue reading →

 
Why You Should Roll Over Your 401(K) Plan To An IRA

How Do You Stay In Touch With Clients At Rebalance?

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Sally Brandon, Vice President of Client Services, shares how to ensure that clients have a clear understanding of how their portfolio is invested. More on how Rebalance keeps fees low. transcript Initially when a client comes on board with Rebalance, we’ll reach out to them by phone and talk to them to make sure that… Continue reading →

 
Financial planning gives you a sense of control over life

What If I Have A 401(K) Plan With My Current Employer?

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Sally Brandon, Vice President of Client Services, talks about understanding the right type of investment vehicle for Rebalance clients. Continue reading →

 
Financial planning gives you a sense of control over life

Helping Clients Feel In Control

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Vice President of Client Services, Sally Brandon, on connecting with clients and helping them feel in control. Continue reading →

 
Turn Your Kid Into The Millionaire Next Door

Turn Your Kid Into The Millionaire Next Door

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Some people show up late at a party to make a grand entrance. Others just don’t want to be the first to arrive. Either way, if you breeze in when the party is in full swing you can start socializing without missing a step. It sure beats showing up early and feeling awkward. Unfortunately, what’s… Continue reading →

 
Sally Brandon, VP of Client Services, Rebalance

The New Client Experience

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Vice President of Client Services, Sally Brandon describes what a new client can expect at Rebalance. Continue reading →

 
Financial planning gives you a sense of control over life

A Sense Of Control

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Sally Brandon, Vice President of Client Services helps clients feel comfortable with the direction of their retirement money, so that they feel in control. Continue reading →

 
3 Money Topics Every Couple Should Be Discussing

Love & Money – 3 Topics Every Couple Should Be Discussing

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This month I had the pleasure of being asked to participate in my first ever Twitter Q&A with Reuters, hosted by Lauren Young. It was a lot of fun and a privilege to join a panel made up of some of the top financial minds that I admire the most, including Jean Chatzsky, Mandi Woodruff,… Continue reading →

 
Overcoming your fear of retirement investing

The Power Of Two Dedicated To You

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Sally Brandon, Senior Vice President of Client Service & Advice, explains how Rebalance establishes trust by building a rapport with clients. More on taking the emotion out of retirement investing. transcript At Rebalance, clients are given a two-person team that is made up of an investment advisor who helps them with any questions that they have with… Continue reading →