Brandon Barile, CFP®, CRPC®

For more than 30 years, Brandon Barile, CFP®, has helped individuals and families turn complex financial decisions into clear, coordinated strategies.

Brandon believes successful financial planning goes far beyond managing investments. Acting as a personal CFO, he helps clients connect the pieces of their financial lives—investment accounts, retirement income, taxes, Roth conversions, Social Security, RMDs, estate considerations and important life events—so decisions aren't made in isolation. When one financial decision affects another, someone should be looking at the whole picture.

His approach starts with listening. Brandon takes the time to understand what matters most to each family, explains complex choices in plain English, and remains personally accessible when questions or life changes arise.

A CERTIFIED FINANCIAL PLANNER™ professional and University of South Florida graduate, Brandon has called the Tampa Bay area home since 1978, after moving from California. He and his wife, Janna, have been married for 31 years and have two sons, Alex and Max. While attending Florida Southern College, Max, received the prestigious Jack Nicklaus Award in 2026 which gave him membership on PGA TOUR Americas.

Whether working with clients or his own family, Brandon follows the same principles: listen first, see the whole picture, plan ahead, and be there when it matters.