Brandon Opre

CFP®
Personal Finance, Retirement, Investing
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“Brandon Opre, Financial Advisor with TrustTree Financial, has been in the business since 1996 and is passionate about helping good people navigate the path to financial freedom.”
Firm:

TrustTree Financial

Job Title:

Financial Advisor

Biography:

Brandon Opre, Financial Advisor and Founder of TrustTree Financial, is a boutique RIA firm in South Florida which services clients nationwide.

Brandon helps his clients plan and pave the way towards financial freedom. By breaking down a client's financial goals down into doable steps, Brandon can help take the uncertainty out of planning for their financial future. Brandon has 20 years of experience working as a financial advisor, working for other companies such as Ameriprise, Morgan Stanley and Charles Schwab.

Brandon is also very active in the community. He is the Founder & President of The Unforgettable Prom Foundation, Inc. a 501(c)3 charity which seeks to provide hope, strength, and inspiration to teenagers with cancer by providing the *ultimate* prom experience. Brandon was recognized in Fort Lauderdale Magazine, January 2013, as "The 40 Under 40" - movers and shakers under age 40 who are helping shape a better Fort Lauderdale.

Brandon has volunteered with several organizations including Take Stock in Children, Penn State Alumni of Fort Lauderdale, and the Broward Center for Performing Arts.  In his spare time, Brandon enjoys  time with his wife, two young daughters, and rescue dog Maxwell. He also has an active lifestyle including mountain biking, basketball, golfing and snowboarding.

Education:

BS, Finance and Economics, Penn State University
MBA, Business Administration and Management, Florida Atlantic University

CRD Number:

2654179

Disclaimer:

Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success.

While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly at brandon.opre@ampf.com. Please visit www.TrustTreeFinancial.com for more important disclosures and information.

All Answers
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    Investing, Choosing an Advisor
Why do my advisors make most of their trades at the end of the month?
100% of people found this answer helpful

My follow-up to you would be: tell me more about your "advisers".  Their role, their company, or their strategies could help explain their rationale.  But my first instinct would be this (especially if they are compensated on commission): many companies reward/recognize advisers who had "the best month" in terms of sales and commissions.  So it's possible that your advisers are looking at the calendar and thinking "I need to make some moves to increase my commissions". Wire houses specifically will have monthly sales meetings, where the top advisors are listed in a Top 10 format on the overhead projector and given small gifts for their "hard work". 

If you are not referring to a wire house or commisionable agents, then they might be using a strategy that involves systematic trading.  If you are leary, compare them to an adviser who is paid a flat rate (or is not incented to make trades).  If it were me, I would press them further - ask them directly. 

Thanks for the question!

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