Brandon J. Miller CFP®, CLU®, MS, ChFC®, ADPA®, CRPC®

Private Wealth Advisor and Founder
Brandon@BrioFG.com
415-623-2450

I didn’t get an allowance as a kid; I got an hourly wage. So, I did what any entrepreneurial country kid would do: saved it, bought a cow, and watched that cow turn into eight cows. That’s compound growth, Kentucky-style. Growing up in a place where buying livestock was perfectly normal childhood behavior taught me how money actually works, long before I had all these letters after my name.

I founded Brio because I wanted to help people understand their money so they can stop worrying and start living. I wanted an impact I could actually see, and I'm a big fan of controlling my own destiny (let's be honest, I'd probably get fired as an employee). My job is to get you to think, laugh, and cry in the same meeting. 

The core of my work is making complicated things simple and then lovingly nudging you into doing what you know you should do. I ask big questions, listen deeply, and hear what’s said and unsaid. After working together, you’ll know what needs to be done, what’s possible, and how to move forward. And often, my favorite part is when you realize you have enough money and can start focusing on the people and causes that matter to you.

Here's what I believe, in no particular order: Time matters more than money. Relationships matter more than anything else. How you spend your time is who you become. The adversity of being gay created my success. The best things in life are always the hardest.

EDUCATION & ACCREDITATIONS 

  • M.S., Biochemical Nutrition, University of Kentucky
  • B.A., Biology, University of Colorado
  • CERTIFIED FINANCIAL PLANNER™ certification
  • Chartered Life Underwriter designation (CLU®)
  • Chartered Financial Consultant designation (ChFC®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Accredited Domestic Partnership Advisor (ADPA®)

 

Industry Focus 

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business 

 

COMMUNITY INVOLVEMENT 

I moved to San Francisco in 1999 to experience the unique culture and lifestyle that the Bay Area provides. Over the years, I've been able to contribute to and create a community that I care deeply about. Whether I'm hosting a nonprofit fundraiser, campaigning for a cause, or simply picking up the litter on the street, I'm always searching for new ways to give back. In particular, I regularly support: 

 

LIFE PASSIONS 

I've got a master's in biochemical nutrition, read personal finance books for pleasure (absolute dork), and can't fathom retiring. A perfect weekend is spent with my kids, friends, and my partner Duane, maybe some gardening, definitely dancing until 2am. I practice what I preach, and I'm building something bigger than myself in a company that helps people recognize their money dysmorphia, love themselves anyway, and live without fear or guilt.