About Brendan
I didn't choose finance; I grew up in it. My father has spent his entire career as a CPA and Managing Director at Merrill Lynch, and I spent my childhood tagging along. Conference rooms, client calls, market conversations at the dinner table. By the time I was old enough to start my own career, I al... One thing I want my clients to know about me is... I believe most people are one good plan away from a completely different financial outcome. The strategies that protect wealth, reduce taxes, and create real security aren't complicated; they're just rarely explained or offered. My team and I's job is to close that gap, and to make sure the people I work with never leave value on the table simply because nobody showed them the options.
Areas of focus
Credentials & background
Licenses
Education
Bachelor of Arts, Psychology Pre-MBA California State University, Fresno (2017)