Senior Vice President, Client Service & Advice
Sally Brandon brings deep experience and a broad skill set in developing and maintaining strong and personal client relationships. As a wife, mother, and senior member of the Rebalance team, she brings an intuitive understanding of the personal side of investing. She understands the difficulties encountered in thinking about retirement in one’s 40s, or even 50s, and how to navigate competing financial demands.
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 MarketRiders platform. She has advised individuals from a diversity of careers and a broad range of needs, from those just beginning their professional lives to retirees actively withdrawing from their savings. She finds great satisfaction in being able to guide people getting their retirement investments in order.
But she takes the most pride and enjoyment in using her expertise to help Americans just like herself enjoy their lives and protect their loved ones through a safe, stable, and effective retirement plan.
Sally spent her early career at The Gap, working in the international group as a financial analyst responsible for forecasting, planning and inventory investment strategies. She received a B.A. from the University of California at Los Angeles and an M.B.A. from the University of Southern California in 1992. Sally is a registered Investment Representative and holds a Series 65 securities license. Along with her husband of 20 years, Bill, Sally juggles the demands of three children while still finding time to train for half-marathons, do yoga, and, of course, help everyday Americans retire with more.