Financial Advisor Profile

Brandt Corcoran

Financial Advisor, SDCCU Investment Services - CA Insurance LIC# 0A52347

About Me

I began my career as a financial advisor after serving as a commercial business lender for over seven years. While I enjoyed my time as a commercial lender, the opportunity to assist individuals and families with meeting their financial goals was more satisfying and meaningful to me than assisting businesses secure financing. After 7 years as a loan officer, I accepted a position to be a financial advisor with Home Fed. I have worked for a few different firms over the years before finding my home with SDCCU Investment Services. I was drawn to the relationship SDCCU has with its members and found that it is really different here. Whether it’s planning for a secure retirement, developing a strategy to pay for your child’s college education or simply getting a second opinion about your current investment options, I can help you create a roadmap and a disciplined approach to investing with the goal of reaching your financial objectives.

When I am not working, I love to enjoy the outdoors. I have a passion for surfing and can often be found on the weekends surfing Oceanside Harbor or a few of the breaks in Carlsbad. I also enjoy DIY projects and (like many) I made a lot of progress during the pandemic. My favorite times, however, are spent hiking and biking the local trails with my wife Chrystal and our rescue dog Xena.

What Makes Me Different

I bring 30 years of practical experience to members seeking help meeting their financial goals. My clients are not just a transaction and I take pride in the deep relationships that I have developed over the years. I create a partnership with my clients that is holistic in nature. I look at every aspect of your financial situation to develop a customized plan that will help you pursue your goals.

Education & Professional Certifications

• Bachelor of Science and MBA in Finance from San Diego State University
• FINRA Series 7, 66 licenses held through LPL Financial
• CA Insurance License #0A52347

Branches Served

Del Mar, La Costa and Oceanside

Services Include

Comprehensive Financial Planning
Wealth Management
Retirement Analysis
Life Insurance & Long Term Care Planning
Small Business & Corporate Retirement Plans

Services Include

Comprehensive Financial Planning
Wealth Management
Retirement Analysis
Life Insurance & Long Term Care Planning
Small Business & Corporate Retirement Plans

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CLS.