BRANSTROM FINANCIAL
Create a plan to bring your dreams to life.
Our mission at Branstrom Financial is to offer integrated financial planning, retirement and risk management services to individuals and families.
We incorporate a unique approach which systematically aligns financial decision making with the objectives of our client’s portfolios, their passions and long-term priorities of individuals and their family members. We firmly believe that it all starts with having a clear vision of your unique goals.
Our values as a firm are to focus on helping our clients achieve their financial goals, as well as understanding of each client’s unique situation.
We strive to empower clients by offering education, tools and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. We understand that each of our clients have different opinions about what makes life great. We want to be a resource for financial burden so our clients can enjoy life’s treasures.
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ABOUT ME
John Branstrom is an investment advisor based in Morganton, North Carolina. John graduated from the University of North Carolina at Chapel Hill with an economics major.
John has 50 years of experience in the financial services industry. He is a Life Member of the Million Dollar Round Table and a former Adviser of the Year for the Catawba Valley Association of Insurance Financial Advisors. He is skilled in Mutual Funds, Life and Disability Insurance, Annuities and Retirement Planning. His passion is helping clients make sound financial decisions and providing excellent service.
Active in community affairs, John was the 2012 Morganton Man of the Year, chairman of the Community Foundation of Burke County, and serves on their Investment committee. He also has served on the Board and Investment committee for UNC-Blue Ridge Hospital, Chair of Burke Economic Development, Chair of Burke Chamber of Commerce, and a local bank Board Director. John is currently an Elder and Teacher of the Men’s Bible Class of First Presbyterian Church.
John is married to his high school sweetheart, Jan, and they have two sons and two adult grandchildren. A former “aged out” marathon runner, John now enjoys golf, tractor work on his farm and long walks in the South Mountains with the German Shepherd, Stella.
Focused Responsibilities:
Wealth Accumulation and Preservation
Retirement Planning and Income Strategies
Fee-based Investment Planning
Life, Disability and Long-Term Care Insurance
Mutual Funds, ETF’s, Annuities
