Brandon Gildark
Co-founder and wealth manager at Gildark Financial Solutions Group in El Cajon: exit planning, business valuation, wealth strategy and fractional CFO work for business owners across San Diego.
- M.S., CEPA® (Certified Exit Planning Advisor), Series 65. CFP® candidate.
- Serving El Cajon and San Diego County, remote nationwide
A lot of my self-employed and investor clients are really asking a business question when they call me about a loan: should I pull equity out to grow, what happens to my income picture if I sell, how do I structure things so I still qualify next year. Brandon is who I send those conversations to. He runs the strategy side of Gildark Financial while Alissa Gildark, an Enrolled Agent, runs the tax side, so a business owner gets the exit plan, the numbers and the tax return all under one roof, and a Navy veteran who spent a decade managing complex programs is the kind of person I trust to keep a plan on the rails. No fees or referral money change hands between us in either direction.
About Brandon
Brandon Gildark is the strategic architect behind Gildark Financial Solutions Group, which is built on a simple premise: clients do not just need a return filed or a portfolio managed, they need a connected financial strategy that ties tax planning, business operations and wealth building into one coherent plan. As co-founder and Wealth Manager, Brandon works directly with business owners and individuals to build the kind of forward-looking strategy most firms only offer after a client's problems have already become expensive. He holds his Series 65 license and the Certified Exit Planning Advisor (CEPA®) designation, and he is currently pursuing his CFP® certification. Brandon also serves clients through the firm's fractional CFO services, stepping into an embedded strategic finance role for business owners who need forecasting, capital planning and boardroom-level financial guidance without the cost of a full-time hire. That strategic instinct was forged before he entered financial services: he spent more than a decade in systems engineering, cybersecurity and program management, including at Booz Allen Hamilton, following prior service in the United States Navy, and he holds an M.S. in Information Technology from the University of Maryland Global Campus. It shows in how he runs the firm today: process-driven, security-minded and built for scale. Brandon is an active member of the Exit Planning Institute, the Alliance of Merger and Acquisition Advisors and the Investments and Wealth Institute. Whether he is helping an owner plan an eventual exit, building a wealth strategy around a liquidity event, or acting as fractional CFO for a growing company, his focus is the same: turn complex financial decisions into a clear, executable plan.
Territories
Where Brandon works most, and knows best.
What Brandon Gildark does
Down payment strategy, cash-out decisions, and the big picture around your home.
Exit planning for business owners
Mapping out how and when an owner leaves the business, whether through a sale, a family transition or a buyout, years before the deal is on the table. Brandon holds the CEPA® designation for exactly this work.
M&A advisory and business valuation
Guiding owners through a valuation, a strategic sale, a private equity transaction, or an internal transfer to family, management or key employees.
Firm strategy and client relationships
The first call most clients make. Brandon leads business development, onboarding and the day-to-day relationship, making sure every client is matched with the right person on the team from the start.
Fractional CFO strategy
Works alongside the tax and accounting team on big-picture financial strategy for growing businesses: cash flow, entity structure, capital planning and what comes next.
- Co-Founder and Wealth Manager, Gildark Financial Solutions Group
- CEPA®, Certified Exit Planning Advisor
- Series 65 licensed, CFP® candidate
- M.S. in Information Technology, University of Maryland Global Campus
- United States Navy veteran, then a decade in systems engineering, cybersecurity and program management
- Member of the Exit Planning Institute, Alliance of Merger and Acquisition Advisors, and Investments and Wealth Institute
- Offices in El Cajon and Solana Beach, remote clients nationwide
Want an intro to Brandon?
Tell me a little about what you have in mind and I will connect you with Brandon personally, usually the same day. You can also reach Brandon directly at (619) 736-3044 or accounting@gildarkfinancial.com; mentioning Take The Rate helps them know where you came from.
Service area
El Cajon, La Mesa, Santee and East County from the main office, Solana Beach, Del Mar, Del Mar Heights and Rancho Santa Fe from the Solana Beach office, and remote service for clients anywhere in the United States.
Office
1597 N Johnson Ave, El Cajon, CA 92020
Open in Google Maps · gildarkfinancial.com
Partner details last verified 2026-09-21. See something out of date? Let Travis know.