Joe Brandenburg, CFP®, CFP® | Senior Wealth Advisor & Investment Operations Lead |

Joe Brandenburg, CFP®

Senior Wealth Advisor & Investment Operations Lead CA Insurance ID 0148888

Joe is a fee-based CERTIFIED FINANCIAL PLANNER® professional, dedicated to helping families across the country achieve financial peace of mind. Starting his career in financial services at Thrivent Financial in 2012, Joe joined Inflection Wealth Management in 2020, drawn by the company's commitment to personalized, proactive financial guidance.

Born in Helena, Montana, and raised in small-town Othello, Washington, Joe lived in Seattle for many years before returning to his roots in Missoula, Montana. His broad background fuels his ability to connect with clients from all walks of life, whether in-person or through convenient virtual appointments. Specializing in investment advisory services, retirement planning, college funding, and charitable giving (such as Qualified Charitable Distributions), Joe crafts tailored strategies to meet your unique goals, simplifying complex decisions and navigating market changes.

Joe’s passion for building meaningful relationships drives his work. It is his mission to listen, understand, and partner with you to create a financial roadmap that adapts to life’s uncertainties. Outside the office, Joe is a sports enthusiast, cheering for the Seahawks, Mariners and Montana Grizzlies. He also enjoys golfing and spending time with his wife, Carey, and their two boys, Bode and Dominic.

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CA Insurance ID 0148888