Traction Wealth Management

Traction Wealth Management

Reviews Summary

Brandon is consistently praised as a highly knowledgeable, patient, and trustworthy financial advisor who excels at simplifying complex concepts. Clients appreciate his personalized approach, clear communication, and strong follow-through. He provides tailored financial planning, retirement strategies, and investment guidance, helping clients achieve their goals with confidence. Many highlight his accessibility, professionalism, and ability to reduce financial stress. His dedication to client education and long-term planning makes him a top recommendation.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Contact Information

Address

4438 Ingraham St #2002

San Diego, California 92109

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

It has been such a wonderful experience working with Brandon. He went out of his way to explain things in a way I understand and made me feel very comfortable/supported stepping into a world that is unfamiliar to me. He has held my hand throughout every step of the process and made what I thought would be difficult process very smooth and easy, which I greatly appreciate being new to managing finances with an advisor. I would highly recommend to my own family, friends, and anyone else looking for a new fina

I have been working Brandon for over a year. And I really feel like he's working with me. Before I was working Ameriprise, and I would be handed off every year or two to a new investment advisor. And the return on my investments just didn't seem to grow. My investment was just a small wave in a sea of other money. I wasn't getting advice, just being lumped in with other investments. I am getting much more individualized service wtih Brandon. I feel like he's really looking at my needs and trying to t

Brandon is a great financial advisor that takes the time to understand and get to know his clients. He always puts the interest of his clients first while still giving the best possible options.

Brandon has been a pleasure to work with. He is thoughtful and considerate. We really enjoy his expertise and insight into our financial goals.

Brandon is fantastic advisor and has helped me get my retirement and savings on track. Could not recommend him enough!

I've been working with Brandon for a year now and I'm so grateful for his expertise and guidance. He took the time to understand my unique financial goals and risk tolerance, and developed a personalized plan that feels well-rounded. He is always available to answer my questions and explain complex financial concepts in a clear and understandable way. I highly recommend Brandon to anyone looking for a trustworthy and knowledgeable financial advisor.

I've been working with Brandon for a couple years and he's fantastic. He is clear, communicative and has put me on a financial planning track that has literally reduced my stress around saving for retirement. I appreciate his attention to details and willingness to be sure I understand and agree with his planning strategy. Thanks Brandon!

I've worked with Brandon for just under 2 years now. Aside from being friendly and approachable, he is knowledgeable, makes effective recommendations, and is willing to work with a diverse portfolio even outside of NM. I've worked with other financial planners before and I've always found them to be too pushy (always asking for client recommendations or feeling too sales-y) but I've never felt that from Brandon and that's one of the reasons I continue to work with him. I would recommend Brandon to anyone,

Brandon is a quintessential professional. This is my first time working with financial advisor and I couldn't have asked for a better person. He keeps it simple, has patience to answer every question and has always kept my best interest first. I will highly recommend him for anybody seeking professional financial advice.

Brand is a top notch Financial Advisor/CFP! He listens and helps break down complicated material so I can understand it. He also moves quickly and has amazing follow up skills and very high say/do ratio. What I love most about Brandon is that he's early in his career and not looking to puff his chest or show how much he knows. He's also not afraid to roll up his sleeves and get into the weeds with me to address my concerns. No matter where you are in your career or how experienced you are at managing y

I've been working with Brandon for two years now and he's really helped me get my finances in order and get me on track to reach my financial goals. He has taught me so much in regards to optimizing my finances, investing, and budgeting. He is very professional and trustworthy and I have recommended him to several of my friends.

Brandon is as personable and knowledgeable as they come. He has helped me to financially navigate through new phases and purchases in my life and to ensure that I feel comfortable too. He is great about explaining various financial terms for those of us who are unfamiliar as well. Myself and family members look to Brandon to guide and keep us on the right track. Do yourself a favor and give this guy a call!

Having worked with Brandon in improving our financial affairs has only yielded positive results. Brandon is accessible when we have questions, he follows up on action items keeping us accountable, and illustrates and details our quarterly portfolio performance via virtual meetings. Through email, he sends us company updates with services and products that Northwestern Mutual has to offer and also keeps us updated on the estimated value of our home - something that only adds value to his commitment to his c

Brandon has been a vital asset in our wealth management and retirement planning for many years. We have been very satisfied with his oversight and performance in keeping us informed of trends and potential advantageous moves. I recommended him to my Brother and my Sons. What higher recommendations can I give?

My husband and I started working with Brandon about a year ago. He has given us great advice and direction in meeting our short and long term financial goals. He is very personable and is always willing to help in anyway her can!

Brandon is an amazing advocate for financial and wealth management. He has worked with me through significant life changes, and has remained flexible with helping me manage my funds for my current life and future. I highly recommend Brandon's services for all stages of your financial management.

Brandon has been great to work with the past few years! He has been very helpful educating me on a lot of financial concepts I wasn't familiar with. I highly recommend him to all my friends. I've never had to question whether the fees are worth it and everyone I refer him to says the same.

Brandon has been absolutely amazing to work with for my financial planning and investments. He's knowledgeable, thorough, supportive and genuinely cares about the wellbeing of his clients.

Brandon is super sharp and professional. I have never worked with a financial advisor before, and he helped me understand my needs and gave me an overview of what he can help me with, as well as what I can start doing on my own. I highly recommend working with Brandon, as he is very personable and patient.

I've had the pleasure of working with Brandon the past year and it has been great. He has helped me organize my financial view and step myself up for success in the future years. Highly recommend.

Brandon has been a pleasure to work with. He has really helped us step up our game financially to ensure we are going to reach our goals for the future. I recommend him for anyone who is trying to make sure they are set for the future.

Brandon helped my husband and I with our financial needs and was extremely thorough. We weren't familiar with different types of life insurance and which option was the best for us. He explained the differences and what would be the best options for us now and in the future. We never felt pressured or as if we were being ?sold? something. We had many questions and Brandon was attentive and responsive. We would highly recommend him!

Brandon helped guide me through the process of setting up my first retirement accounts. He's always available to answer my questions and to give me information so I feel equipped to make decisions. I have recommend him to friends and would again.

I have been working with Brandon and his team for more than a year and he has been a great resource in helping me plan for retirement. Brandon is always available to chat when I have any questions and is willing to above and beyond. I would recommend anyone looking to understand more about their retirement plans to reach out to Brandon and his team.

Brandon had been so helpful in finding the best for us. He's always responsive and was always open to our needs and questions and he gave me and my wife the best plan that fits our situation. We would definitely recommend him as he is one of the best financial advisors we have known.

Brandon is fantastic! He has been great to work with on financial planning! He has given me great advice and guidance! I would recommend him to anyone!

Brandon contacted me as he has worked with multiple other people from Accenture and he was very flexible and understanding of my situation and my interest. He is based in the West coast and I'm in Michigan so he helped me to find a great professional like him near my city of residency and I'm very happy with the results of my financial planner and the products I have contracted from Northwestern Mutual. I highly recommend Brandon and his team and professionals if you are looking for someone to trust your fi

Brandon and his team provide trustworthy and sound financial advise. I highly recommend working with Brandon - he is smart, responsive, and helped me understand and plan my long term financial needs.

I have had the pleasure of working with Brandon and Anthony for the last two years and I can't say enough positive things about them. I'm a pretty overwhelmed person with work and their patience and pleasant personalities make me look forward to my quarterly calls with them. They have provided me with significant advice, action plans, and walked me through how to think about my financial future and prepare for it. I trust them with my financial outlook and appreciate their ability to take the time to also g

Brandon became my financial advisor shortly before the pandemic and he has been patient, flexible, and reliable every step of the way. I have close to zero investment knowledge but Brandon helped me get my money together in a way I never would've been able to myself.

Brandon has helped me with choosing the best options to suit my lifestyle financially, along with planning for my future. He was very thorough about explaining the different options and provided me with an action plan. I highly recommend working with Brandon.

I've been working with Brandon Sussman for almost 2 years now and he's been a huge help in developing my financial plan for the future. He's always making time to meet if needed and breaks things down well enough for me to easily understand how my money will be utilized. Excellent service!

Brandon is a fantastic professional who helped my family getting our life I surname and investments in order before I deployed! His help and knowledge is unmeasurable! Couldn't recommend him enough!

Brandon Sussman is a great financial advisor. He is personable, knowledgeable, and hardworking. I couldn't be happier with his partnership!

I've appreciated working with Brandon. In my time with him, he's always been professional and helpful.

Brandon helped me set up my finances so I have a diverse portfolio of investments. He was able to help me figure out what I need for my particular circumstances. Highly recommend!

Brandon provided various policy options based on my needs. He was very thorough and patient. The entire team is professional and responsive.

Excellent support and investment services. Thank you Brandon

Smart and simple. It was a breeze to consolidate my accounts in one place.

Brandon is great to work with. Answers all my questions and got me going on a good track when I had little to no knowledge of where to start. Thank you!

Brandon is very professional and goes above and beyond for his clients! I definitely recommend him!

Brandon is friendly and very knowledgeable about the services that they offer.Staff is friendly and responsive to any concerns you may have.

Great service, I have been with Brandon for a while now and always has been open to discuss my financial needs and suggest what's best for me and my family

Brandon does great work. Glad to be working with him.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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