Brandon Koehler, CFP®

"Every financial decision tells part of a bigger story. My goal is to help clients make sure those decisions work together to support the goals they want to achieve."

Brandon Koehler, CFP® is Manager of Financial Planning Services at WHZ Strategic Wealth Advisors. He works closely with advisors and clients to develop personalized financial strategies that help individuals and families navigate important financial decisions with confidence. In his role, Brandon helps guide the firm's financial planning process and supports advisors in delivering a consistent, high-quality client experience.

Brandon specializes in comprehensive financial planning, including retirement planning, tax-efficient wealth strategies, estate planning coordination, cash flow analysis, and wealth accumulation. He is passionate about simplifying complex financial concepts and helping clients create strategies that align with their goals, values, and vision for the future.

Prior to joining WHZ in 2022, Brandon worked for UConn Athletics and the Town of Mansfield in operations and customer service roles. While attending the University of Connecticut, he served as Business Lead of Formula SAE, the university's flagship engineering organization, where he managed business strategy, sponsorships, and project operations for the program's nationally competitive race car team.

Brandon earned a bachelor's degree in economics from the University of Connecticut and is a CERTIFIED FINANCIAL PLANNER® professional. He also holds the SIE, Series 7, and Series 66 licenses.

Growing up in Mansfield, Connecticut, Brandon developed a lifelong interest in problem-solving and hands-on projects. Outside the office, he enjoys working on his 1970s BMW and traveling with his fiancée, Zoe.