Brandon Barile
CFP®, CRPC®
Wealth Management Partner
With more than 30 years I have helped individuals and families turn complex financial decisions into clear, actionable strategies. As a CERTIFIED FINANCIAL PLANNER™ professional, my focus is on what is important to you. From growing assets to retirement income planning, tax-efficient investment strategies, Roth conversions, Social Security and RMD planning, plus helping clients make smarter decisions about the wealth they have worked a lifetime to build.
Successful financial planning goes well beyond investment performance. Serving as a clients personal CFO, bringing together investments, taxes, retirement income, estate considerations, and long-term goals into one coordinated strategy. Just as important, I believe clients deserve an advisor who is accessible, explains things in plain English, and takes the time to understand what matters most to their family. I have been here since 1978 and graduated from USF in 1988. Family is central to my life, with my wife, Janna, we have been married for 31 years and have two sons, Alex and Max. Golf has also become a big part of the Barile family. Max enjoyed a successful collegiate golf career, in June 2026 earned the prestigious Jack Nicklaus Award, and went on to earn status on PGA TOUR Americas.
Whether I am working with a client or my own Family, I work with these values in mind: planning ahead, working hard, and being there when it matters.