Brandon Baiamonte

Brandon Baiamonte

In by Mission Wealth

Brandon Baiamonte Mission Wealth

Brandon Baiamonte

MS, CPA, CFE, CFM

Director of Tax Strategy


Brandon Baiamonte Mission Wealth

Brandon Baiamonte

MS, CPA, CFE, CFM

Director of Tax Strategy

"Do what brings joy to you and others."

Role at Mission Wealth

Brandon Baiamonte serves as the Director of Tax strategy at Mission Wealth. He works to effectively build out and lead the tax department in identifying and developing tax solutions that benefit our client base throughout the country. Brandon loves to both learn and help others. His position gives him the ability to both research tax strategies and then work with client advisors and their clients to implement those strategies.


Contact Information

Office Location:

Santa Barbara, CA

Department:

Advisory Team, Compliance Team, Strategy Team

Professional Background

In his earlier career Brandon worked at Merrill Lynch as a financial advisor. This provided him with a life-long love of both the financial planning process and investing. Brandon also worked as an Internal Revenue Agent for almost 12 years, auditing hundreds of tax returns, from high net-worth individuals to businesses within a range of different industries. Brandon's spent the last six years working as both a CFO and controller for real estate development and private equity companies. 


Brandon earned his Bachelors of Business Administration in Accounting from Boise State University, as well as a Masters of Science in Accounting from the University of Connecticut.

Credentials

Personal Pursuits

Brandon lives in Salt Lake City, Utah with his wife and four children. He enjoys hiking and spending time with family and friends. He's also passionate about travel and has visited over 40 countries. He took some time off from work with his wife a few years ago to travel to many amazing places. Brandon volunteers at his local church.

Awards & Recognition

Brandon was one of the top two performers on the CPA exam in Idaho.

Spotlight on Brandon Baiamonte

In July 2021, we talked with Director of Tax Strategy, Brandon Baiamonte, and learned about his upbringing, hobbies, and some financial advice. Learn more about Brandon in this interview.


Brandon Baiamonte
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