Bill Brandt

President, Clergy Planning Group

Retirement Planning Specialist

Bill Brandt, President of Clergy Planning Group, graduated from Azuza Pacific University with an MA in Theology and Ethics. In addition, he holds a Wharton Certificate in Retirement Planning.

As a former Regional Vice President for AXA Advisors, Bill was responsible for hiring other financial advisors and building their practices. He also taught Investment Management at the University of Northern CO.  He and his team members specialize in optimizing retirement opportunities for clergy by blending their areas of expertise.

Consequently, Bill will work closely with your tax professional to develop customized strategies to help you attain your personal goals while maximizing your special clergy housing allowance benefits and retaining them through out retirement.

California Insurance License #: 0F17601

Arkansas Insurance License #: 6761871

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Clergy Planning Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (970) 776-1371
Fax (970) 292-5456