Brandon Richins, CPA, CFP®

CERTIFIED FINANCIAL PLANNER™

Brandon’s path to financial advising started in public accounting, where he spent over 10 years working alongside business owners on the tax side of their decisions. That experience gave him a close view of both sides of the equation — what a plan looks like on paper, and what it actually costs or saves once taxes are factored in. Now a CFP® in addition to his CPA license, he brings that same lens to financial and investment planning, with a focus on business owners, pre-retirees, and the tax considerations that shape their biggest decisions.

Brandon earned his Bachelor’s and Master’s degrees in Accounting from Brigham Young University. He began his career with Deloitte in Denver and Boise before transitioning to a local CPA firm in Meridian, where his tax and accounting work centered on business owners, their families, and high-net-worth individuals.

Brandon and his wife, Keely, have three children. Together they enjoy sports, camping, hiking, backpacking, and skiing at Bogus.

Get to know BRANDON:

Three words that describe me: Easygoing, Attentive, Dependable

Current Favorite Quote: “Set your goals high, and don’t stop till you get there.”
-Bo Jackson

What I am happiest doing when I’m not at the office:  Being in the mountains, preferably on a dirt bike.

Books that have made an impact:
The Psychology of Money by Morgan Housel
The Art of Spending Money by Morgan Housel
Think Again by Adam Grant

Favorite Vacation Spot: Stanley, Idaho

The CFP® certification is the most respected personal financial planning accreditation in the world. It has been established to provide the public with the assurance that those who are certified are indeed qualified to provide objective financial planning advice