Geeta K. Brana

Geeta K. Brana

Senior Vice President

Geeta K. Brana provides comprehensive wealth management and customized asset management advisory services to women in transition.

Geeta has over twenty years of experience in the International Capital Markets. Her career started in London in 1995 with Lloyds Capital Markets where she trained in all aspects of International finance and credit analysis. She joined Sumitomo Mitsui Banking Corporation in 2000, where she gained extensive experience of structuring and trading debt packages for multinational corporations throughout the United Kingdom, Eastern Europe, US and Japan.

In 2003, Geeta began her career in the U.S. with Smith Barney’s Wealth Management Division, (Citigroup) turning her extensive knowledge to helping individuals. In a primarily male-dominated environment, she was able to build a successful wealth management practice in Washington DC and later New York City working with high net worth individuals and institutions.

After a career break while her children were young, Geeta has returned to wealth management through Freedom Capital Management (FCM), a boutique independent advisory firm with deep roots in Monmouth County, NJ.

In her spare time Geeta is a public speaker, facilitator of wealth workshops, financial columnist for Monmouth County Woman magazine and an advocate for women’s empowerment and education. Geeta is also the Founder of a volunteer organization, “WHEEL” (Women, Helping Educate & Enhance Life). Currently, the focus of Geeta’s practice is on “Women in Transition”; assisting women in all phases of their lives.

 

Invest in Yourself by Geeta Brana

Women in Transition, Divorce, by Geeta Brana

FCM Brochure 

Monmouth County Women "Divorce" article 

Female Friendly Resoure Guide by Geeta Brana

The Five Amazing Things That Happened When I Returned to the Work Force

The Five Amazing Things That Happen When You Start Talking About Money

Monmouth County Woman May 2019

Monmouth County Woman Front Cover

Monmouth County Woman WHEEL BIO 1

Monmouth County Woman WHEEL BIO 2

Women & Money

MCW Jan 2020 - 1

MCW Jan 2020 - 2

WHEEL & Dr. K Podcast

 

 

 

Contact Information

Freedom Capital Management

960 Holmdel Road,
Building 1,
Holmdel NJ 07733

Email Address

GBrana@fcmadvisor.com

Telephone

732-546-9315

Website

FCMADVISOR.COM

Geeta K. Brana

Senior Vice President,
Financial Advisor

About Geeta

Geeta K. Brana provides comprehensive wealth management and customized asset management advisory services to women in transition.

Geeta has over twenty years of experience in the International Capital Markets. Her career started in London in 1995 with Lloyds Capital Markets where she trained in all aspects of International finance and credit analysis. She joined Sumitomo Mitsui Banking Corporation in 2000, where she gained extensive experience of structuring and trading debt packages for multinational corporations throughout the United Kingdom, Eastern Europe, US and Japan.

In 2003, Geeta began her career in the U.S. with Smith Barney’s Wealth Management Division, (Citigroup) turning her extensive knowledge to helping individuals. In a primarily male-dominated environment, she was able to build a successful wealth management practice in Washington DC and later New York City working with high net worth individuals and institutions.

After a career break while her children were young, Geeta has returned to wealth management through Freedom Capital Management (FCM), a boutique independent advisory firm with deep roots in Monmouth County, NJ.

In her spare time Geeta is a public speaker, facilitator of wealth workshops, financial columnist for Monmouth County Woman magazine and an advocate for women’s empowerment and education. Geeta is also the Founder of a volunteer organization, “WHEEL” (Women, Helping Educate & Enhance Life). Currently, the focus of Geeta’s practice is on “Women in Transition”; assisting women in all phases of their lives.

My goal is to empower and inspire women to feel confident and take charge of their financial futures

Brochures

Why Women?

I understand that women have many different financial strategic needs than men. Often, women are looking for an advisor that considers all elements of their life, from their finances to their family and values. For those reasons and more, I am passionate about my clients' values and their dreams to pursue a solid financial future.

I am dedicated to creating customized wealth management strategies that fit the client’s circumstances and can grow with them through the many milestones of life. My services include Fee Based Asset Portfolio Management, Tax Efficient investment strategies, Risk Management and Retirement Planning.

Engaging Workshops

I offer ongoing guidance and education regarding financial and wealth management topics for women.

If you want me to speak at your next Event? Please call 732-546-9315 to schedule

 

WHEEL (Women Helping to Educate & Enhance Life)

I am the founder of WHEEL, a volunteer organization designed to educate & empower women in transition by providing access to expert advice through networking and educational seminars. I established a “Super-Women” panel of advisors to help women in ALL aspects of their lives.

There are eight core spokes of W.H.E.E.L: Legal, Finance, Health, Career, Medical, Grief Management, Mental Health & Mindfulness. Behind each spoke is an equally talented and well credentialed woman.

To learn more about the W.H.E.E.L. transition team and details of our upcoming events please follow us on:

 

Monmouth County Woman Magazine Articles

I am the financial columnist for a local magazine that reaches 45,000+ women and businesses in Monmouth County, NJ.

 

Podcasts

 
Phone (732) 546-9315