We treat every engagement as a long‑term alliance, aligning our incentives with yours to unlock sustainable value.
Straight talk, open books, and data‑driven recommendations you can trust.
We translate complex financial signals into clear actions that move the bottom line.
Lean teams, rapid iteration, and a get‑it‑done mindset keep us ahead of the curve.
From emerging tech to regulatory shifts, we’re committed to relentless professional development—for ourselves and for our clients’ teams.
We give back through pro‑bono advisory hours and financial‑literacy programs for local youth.
Founder & Managing Partner
Named one of San Diego’s Top 25 CFOs, Brandon guides founders and investors through complex transactions, integrations, and scale-up strategy with the calm of a seasoned operator.
“I am deeply honored to receive the 2025 CFO of the Year award from the San Diego Business Journal. This recognition is a testament to the hard work and dedication of the incredible team, mentors, partners, family, and friends who have guided me throughout my journey.”
Read Brandon’s full note on LinkedIn
BuckStan Advisory is built as a modular bench of senior operators—finance leaders, dealmakers, analytics specialists—who integrate directly with your team and move outcomes forward.
We embed within the first week—standing cadence calls, shared workspaces, and decision-ready data.
Blueprints aren’t enough. We build processes, hand them off cleanly, and stand up your internal team for the next chapter.
Together, this cross-functional leadership collective enables BuckStan Advisory Services to punch well above its weight—partnering with CEOs and boards to create lasting enterprise value while fostering a culture of integrity, collaboration, and continuous improvement.
“Thrilled to be recognized as San Diego Business Journal's CFO of the Year. It's a testament to the courageous founders, operating partners, and investors we get to serve.”
The CFO of the Year recognition highlights Brandon’s ability to translate complex financial narratives into decisive action—exactly the discipline BuckStan brings to every engagement. Follow along on LinkedIn for field notes on capital markets, diligence readiness, and operating cadence.
| Year | Milestone |
|---|---|
| 2023 | Concept for a value‑creation focused advisory practice is sketched while collaborating with middle‑market CEOs on turnaround projects. |
| Early 2024 | BuckStan Advisory Services officially launches in San Diego, blending Fortune‑500 finance rigor with boutique‑firm responsiveness. |
| 2024 Q2 | Introduced the proprietary Value‑Creation Roadmap™, a step‑by‑step framework now at the core of every engagement. |
| 2025 | Expanded into multi‑disciplinary pods—Strategy, Capital Markets, and Performance Analytics—staffed by senior advisors and data scientists. |
| Today | Serving clients nationwide in manufacturing, workforce solutions, hospitality, and tech‑enabled services, with a growing network of industry specialists and operating partners. |