Certified Financial Planner, Business Intermediary

Brandi Lobato

Brandi Lobato

Business Intermediary, Certified Financial Planner

Personal Experience

Hunger for helping others accomplish their life’s vision led Brandi to pursue a career advising business owners. Upon moving from Kansas to Florida, Brandi spent five years building a wealth management practice at Merrill Lynch. After this, she chose to transition to an Independent firm, Assured Partners, DBA Fortune 360 Group to expand the breadth of services she offers to business owners. She now assists business owners throughout the entire life of their business from the formation, expansion, preparation for departure, sale/transition, and retirement.

What differentiates Brandi from other business brokers in the industry is the time she spends with her clients. She’s involved in the business planning process long before her clients decide to sell, so she truly understands what drives her clients’ businesses. By knowing the key drivers of the business and the owners’ motivations, Brandi can help clients solve problems they didn’t know they had with strategies they didn’t know existed.

Brandi is a CERTIFIED FINANCIAL PLANNER™ professional. She received her Bachelor’s in Business Administration degree with a major in Finance from Florida Atlantic University. Other professional licenses she holds include the FINRA Series 66 registration, a life insurance 2-15 license, and the Florida Licensed Real Estate Sales Associate.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.


Sell a Business
Buy a Business
Mergers & Acquisitions