Brandon B. Schwartz

Brandon Schwartz began his professional career in the tech industry working in sales. When the “Dot Com” bubble burst in early 2000, Brandon left his job in search of a new career and was recruited to Morgan Stanley where he ultimately found his passion for working with individuals, families and small business owners to help them plan for their financial goals and objectives.

Brandon spent over a decade at Morgan Stanley in Beverly Hills but found himself seeking more flexibility and freedom to offer his clients a more diverse offering covering all aspects of their financial planning needs. He was introduced to the team at Perennial Financial in 2012 and immediate felt the connection and shared desire to act in a fiduciary capacity.

In his free time, Brandon enjoys spending time with his family and reading on different topics ranging from wealth management, technology, world history and religion. He’s constantly searching for ways to enlighten himself and broaden his perspective on life, health and overall mental wellbeing.

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.