Hi. I am Brandon Opre – Founder of trusttree. Father. Husband. Go-Giver. Health nut.
Here's what you need to know about me:
Attitude and Aptitude
Summary of Skills
Brandon Opre, CFP®
Owner and Financial Advisor
I love what I do: each day, I head in to my office eager to make a difference. My goal is to inspire people & empower them to make better financial decisions. I am relentlessly striving to learn more about my craft, remain an expert in my field, and to share with others what I know.
Unlike many people I meet, I learned at a young age some valuable lessons in the financial world as it pertains to planning, investing, and having discipline & patience. Fast forward through 20+ years of experience, study, and various market cycles, and now I find myself teaching others these valuable lessons.
My vision for TrustTree Financial is to be a well-respected, family-like firm, who works with a small number of clients and providing excellent value. That's personally what I look for when I evaluate companies to use in life, and I want to work with others with that similar mindset.
Operations & Marketing Manager (and best wife around)
With an extensive marketing background and Masters in Psychology, Christine certainly keeps the operation in order!
Viviana & Ella Opre
Occasionally found at the office, the girls love to provide inspiration and remind us that we should all seek more work/life balance! Their goal is to someday paint the office pink.
About TrustTree Financial
an independent fee-based South Florida firm, meeting the needs of clients nationwide. Being “independent” allows us to have freedom of choice to select the best in technology, products, and companies.
We say “NO” to...
sales quotas, corporate mandates, and forced product selling. We do not work on commission. We also do not believe in day trading or trying to make a quick buck.
Our focus is...
financial planning and investment management, with emphasis on education of all things financial.
We consider ourselves to be...
a boutique firm with all the experience and knowledge of a large conglomerate.
We help people...
plan and work towards FINANCIAL FREEDOM.
About Our Clients
Our clients have been successful in accumulating money, and seek advice on growing their wealth and having their money work efficiently for them. Some don’t have the time, knowledge, or discipline to plan or manage things on their own. This is where TrustTree comes in. Clients realize that we are committed to the process and to the constantly evolving financial landscape. Those who want someone like that on their "team" tend to be the best fits.
Attributes of our most successful clients are:
- to make changes, and gain control of their situation
- desire to learn, advisor receptive, collaborative decision making
- provide responses for info/appointments
All of our clients understand the value of paying for financial advice and management. Because when they succeed, we all succeed.