Brandon D. Hook is a Senior Vice President and CFP® Professional with Hefren-Tillotson, Inc. Brandon specializes in helping clients achieve their financial goals in the areas of investments, retirement, insurance, estate and tax planning. Furthermore, Brandon believes that a close personal relationship with clients is one of the many keys to financial success.
Brandon is a CFP® Practitioner, Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance. Brandon is a graduate of Duquesne University in Pittsburgh, PA with a B.S. in Finance and Investment Management. He has attained the Accredited Investment Fiduciary professional designation from the Center for Fiduciary Studies/University of Pittsburgh Katz Graduate School of Business.
The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Brandon also earned the Executive Certificate in Financial Planning from the Duquesne School of Leadership and Professional Development.
Mr. Hook’s experience at Hefren-Tillotson as a member of the Tillotson-Champberland Group has provided him with a vast array of knowledge in developing and implementing comprehensive MASTERPLAN financial plans that are uniquely tailored to each client.
In his spare time, Brandon enjoys cooking, playing golf, piano, travelling, and spending time with family and friends. Brandon and his wife Kaitlin reside in Wexford, Pennsylvania with their three children, Franklin, Coleman and Flora.
Brandon is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.