EDUCATION

Bachelor of Science in Finance, Florida Atlantic University

Brandi Lobato, CFP®

Founder and Principal Advisor,
Cornerstone 360 Advisors

With over a decade of experience in the dynamic world of wealth management, Brandi Lobato stands as a seasoned expert in guiding professionals and business owners toward their financial aspirations.

Drawing upon a rich foundation cultivated from her formative years at Merrill Lynch, Brandi embarked on a journey to redefine financial advisory services with a vision of integrity, excellence, and client-centricity.

As the driving force behind Cornerstone 360 Advisors, Brandi seamlessly integrates a wealth of expertise with a profound commitment to fiduciary responsibilities and goals-based financial planning. Collaborating with Eversource Wealth Management, a like-minded partner sharing her unwavering dedication to client well-being, Brandi ensures that each financial strategy is meticulously crafted to align with the unique goals and aspirations of her clients.

Fueled by a passion for holistic financial empowerment, Brandi goes beyond traditional advisory roles. Leveraging Charles Schwab for asset custody, she provides clients with a sense of security and trust, knowing their assets are held with a reputable institution. Moreover, Brandi’s expertise as a Certified Financial Planner broadens her services to encompass comprehensive estate planning, risk mitigation strategies, and tax optimization, ensuring that every facet of her clients' financial landscape is meticulously addressed.

A true advocate for professional growth and development, Brandi extends her expertise to encompass business brokerage services through VR Business Brokers, facilitating seamless transitions for clients looking to sell their businesses. This multifaceted approach underscores her commitment to providing 360-degree advice, catering to the diverse needs of individuals and businesses alike.

Beyond her professional endeavors, Brandi is deeply embedded in the local community, serving as a trusted resource and advocate for financial literacy initiatives. Through her unwavering dedication to integrity, expertise, and personalized attention, Brandi’s comprehensive philosophy is the cornerstone upon which her clients' financial success is built.

Brandi Lobato is a CERTIFIED FINANCIAL PLANNER™ professional. She received her B.S. in Finance from Florida Atlantic University. Professional licenses she holds include the FINRA Series 66 registration, Florida Real Estate License, as well as her 2-15 license.

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

  • Certified Investment Management Analyst © (CIMA)

  • Certified Retirement Planning Counselor © (CRPC)

  • Certified Plan Fiduciary Advisor (CPFA)

  • Passed Series 7 and Series 66 examinations