Brandi Lobato, CFP®
Brandi’s hunger for helping others accomplish their life's vision led her to pursue a career in wealth management. Upon moving from Kansas to Florida, she spent 5 years building her practice at Merrill Lynch. In 2021, Brandi then chose to become an independent advisor at Fortune 360 Group LLC. She and her partners share a similar passion for pursuing in-depth relationships to truly understand their clients.
What differentiates Brandi from other advisors in the industry is the time she takes to comprehend clients’ lives; her passion is your goals. By truly knowing the key drivers of a client's life and motivations, Brandi can help clients solve problems they didn't know they had, with strategies they didn't know existed. Brandi and her team work together to build a tailored strategy for their clients' specific life visions versus a "one size fits all" plan. Clients experience exceptional service through this dynamic, personalized planning process.
Brandi is a CERTIFIED FINANCIAL PLANNER™ professional. She received her B.S. in Finance from Florida Atlantic University. Her professional licenses include Series 66 registration as well as her 2-15 license.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.