Brandon T. Zahal, CFP®, RICP®

Brandon developed a passion for financial planning while attending Temple University, where he received a BBA in both finance and financial planning. He honed his financial planning skills with a prestigious Registered Investment Advisor firm in Bucks County. Brandon is excited to provide our clients with advice that will help them meet their goals and have a successful financial life.

Brandon enjoys golf, hockey, visiting the shore, and relaxing with friends and family.

Educational Background

• BBA Finance and Financial Planning, Temple University, 2023
• Accredited Certified Financial Planner (CFP®), 2025
• Retirement Income Certified Professional®, The American College of Financial Services, 2026