Brandon Meyer

JD | Financial Advisor
Forum Financial Advisor Brandon Meyer

Why I Became a Financial Advisor

I grew up in a military family where I learned that hard work and planning can guide your life, yet this is not enough today. More than ever, you have to herd the information and noise of modern life into cogent planning so that you can have peace of mind later in life. Modern life planning requires regular coordination and communication with a team of people.

In working as a lawyer with my estate planning and business law clients, I realized that many clients were developing an estate plan or planning to sell their business, but they had missed key financial planning steps during this process. Additionally, people who end up with windfalls through inheritance need thoughtful and trustworthy planning to let them retire and breathe easy. As a people person, I had to find a way to forge deeper relationships with my clients and be more proactive in their life planning, so that I would know they were reaching their goals at the optimal time in life.


A Team Approach

The decision to join Forum Financial and work alongside my business partner, Jay Pink, was a natural fit. For years, we discussed the idea of how to expand our impact and connection with clients. Helping clients achieve their financial goals was a perfect next step. As financial advisors, we strive to deliver the same level of professional financial planning that we have consistently provided to our legal clients over the years.


Getting to the Core of Goals

Everyone’s goals are different, and it is imperative to get to the core of goals so we can address both needs and wants. To do that, I approach financial services the same way that I approach the law and planning for law firm clients. This process is all about gathering information and formulating the right plan to reach the goal in mind. We have to be proactive, ask the right questions and develop strategies that work toward the goals defined by our clients. While it can seem technical, it is very personal. I approach financial advising by seeing people and relationships first and foremost.

About Brandon

Brandon Meyer joined Forum Financial Management in 2024 as a Financial Advisor. Prior to joining Forum, Brandon has been a license attorney since 2010 and has served as general counsel for a large Native American tribe and a social worker/ICWA representative working with foster care youth and families. He currently practices estate planning and business law as a partner at MeyerPink Law, LLP.

Brandon served on the Sonora Elementary School Board from 2016 to 2020 and is a past president. He is currently president of Youth Sports Foundation of Tuolumne County and serves on the Sonora Area Foundation Legal Committee.

Brandon earned a juris doctor from Drivon School of Law in Stockton, California. He holds a bachelor’s degree in psychology from San Diego State University.

Brandon enjoys spending time with his wife and two children traveling, playing sports and spending time outdoors participating in activities such as skiing, hunting, fishing and motorsports.


Tell Us About Your Financial Life and Aspirations

Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.

Discuss Topics Crucial to Your Financial Success

Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.

Develop a Strategic Plan Unique to You

Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.

Putting Your Plan Into Action

We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.

Review Goals and Plans When Your Life Changes

You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.

Ready to Connect With a Forum Advisor?