Michael Brandone CLU ChFC CFP^®

Mr. Brandone has over 34 years of experience in the financial services industry with multiple companies.

At Aetna, he was Regional Director, Director of Financial Planning, and Director of Training and Development. While in these roles, he designed and implemented training curriculum/methods to assist advisors with how best to work with their clients.

As Regional Managing Director at MetLife, he oversaw one of their largest offices in the country; doing business in southern California from San Diego to Los Angeles. He was tasked with developing the financial and retirement planning workshops MetLife uses today with their corporate clients and own employees.

While Executive Vice President of Zurich’s Retirement Plan Services division, he was responsible for product development, sales, and distribution management. He oversaw a team of 11 home office staff and over four thousand individual brokers.

At Insurance Network America and CLA Financial Services, Mr. Brandone held the post of Vice President of Sales and Marketing. At Insurance Network America, his team oversaw over six thousand brokers who offered retirement savings products. At CLA, he built the firm’s Registered Investment Advisory division.

While the managing partner at MRB, he worked with insurance companies, marketing firms, Brokerages and General Agencies as an experienced consultant providing guidance on new regulations in the retirement planning industry.

He now lives in Frisco, Texas with his wife of 34 years, and they have three grown children. Michael is an avid golfer, and is involved with a number of church and community related projects.