CONTACT US

Irvine, CA, Main Street

Braden Priest

CFA

Senior Retirement Plan Consultant

2040 Main Street, Irvine, CA, USA
Irvine, CA 92614

Braden Priest Headshot

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Braden Priest Headshot

Professional Certifications

  • CFA – Chartered Financial Analyst

About Braden

Braden serves as a consultant to for-profit, tax-exempt, and governmental institutions. He specializes in providing comprehensive investment and fiduciary consulting services to plan sponsors of 401(k), 403(b), 457(b) plans, along with executive deferred compensation arrangements and other nonqualified plans. 

Braden began his career at Aon Hewitt, advising clients in their Large Marker Retirement Division. He joined Focus in 2026 following the firm’s merger with Benefit Financial Services Group (BFSG). He had been with BFSG since 2015.  

Outside of work, Braden enjoys spending quality time with his wife and two children, traveling to new places, and enjoying the outdoors.  

Education and Professional Milestones

-San Diego State University – bachelor’s degree