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  • Brandon Oliver, CFP®

Brandon T. Oliver is a Managing Partner at Arcwood Financial LLC, a Registered Investment Advisor Firm. He is an Investment Adviser Representative and holds life and health licenses, as well as the Certified Financial Planner (CFP®) and Nonqualified Plan Consultant (NQPC®) designations.

Brandon earned his bachelor’s degree from Northern Arizona University in 2002 and began his career in the securities industry by supporting local schoolteachers with their district 403b programs. He later led the Orphaned Client Division at a regional broker-dealer, assisting clients nationwide who lacked representatives. Additionally, he contributed to the recruitment and branch development of new advisors for the same firm.

At Arcwood Financial LLC, Brandon specializes in Group Retirement Plan investment menu design and monitoring, plan design, plan provider selection and monitoring, participant education, and committee governance.

Outside of work, Brandon enjoys pursuing his various hobbies, including developing his own watch company. He also cherishes spending time with his wife, Summer, and their sons, Hayden and Remy, in Central Phoenix, AZ.