About


Brandon Mather joined Wealth Enhancement in 2023 as a member of the Gensler Team. With a career in financial services dating back to 2009, he has gained extensive experience across multiple roles in the industry, honing his expertise in investment management, tax-efficient strategies, and estate planning. Brandon is passionate about helping clients navigate complex financial decisions, leveraging tax strategies and designing customized investment portfolios tailored to their unique goals. He takes pride in building lifelong relationships, guiding clients with a strategic, personalized approach. A graduate of Indiana University's Kelley School of Business, Brandon was born and raised on the East Coast and now calls San Diego home. An outdoor enthusiast, he enjoys fitness, traveling, volunteering, and exploring the city's vibrant food scene. A dedicated surfer, he can often be found chasing waves at Southern California's most iconic surf breaks.


 


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A Stretch IRA functioned as an estate planning tactic aimed at prolonging the tax-deferred advantages of an inherited IRA for non-spousal beneficiaries. Under this strategy, beneficiaries were required to take distributions from the IRA, calculated according to their life expectancy rather than that of the original account holder.
Brandon Mather CFP®, CEPA, ChFEBC®

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To make sure tax considerations are seamlessly integrated into your financial plan, here’s a primer on some of the ways you can work with your financial advisor on tax planning.
Brandon Mather CFP®, CEPA, ChFEBC®

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