Brandon Morenz is a Financial Advisor and Director of Investment Strategies for John Stokes Financial. Brandon grew up in Orange County in a household of medical doctors and healthcare professionals. He was encouraged to follow the same path, but instead decided to study Economics at the University of California, Irvine. Brandon joined the firm in the summer of 2007, right as the bull market was ending and the great recession was getting started. He felt this stressful time for the markets was instrumental in helping him appreciate the importance in helping clients understand risk and having the right long-term strategy.
As Director of Investment Strategies, he oversees the Investment Committee, which focuses on investment research and management of allocation models. Brandon enjoys educating others and has been featured as a guest speaker at several investment conferences across the nation. His proudest moment as a financial advisor was when his niece asked him for assistance in her high school economics class’s stock picking competition. With her uncle’s help, she ended up taking first place!
Brandon holds the Series 7, 66 and 63 securities registrations. He is also a Life, Disability, Health, and Annuity Agent with the California Department of Insurance (license #0G67421). In 2014, Brandon achieved the designation of an Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He recently achieved his Behavioral Financial Advisor (BFA) designation. The Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan and recommendations for our clients. His education in behavioral financial advice can help you make better, proactive decisions based on your values and individual situation rather than reactive, emotion based decisions. Brandon has been recognized in Orange Coast Magazine as a 2020 Five Star Wealth Manager.
Outside of work, Brandon and his wife, Mimi, recently welcomed identical twin girls Alexis and Lyanna. Brandon is born and raised in Orange County and enjoys traveling and trying new foods and restaurants. Brandon is also a big sports fan, you can always find him cheering on the Los Angeles Lakers and other local teams.