Brennan, a University of Akron graduate, began his journey in finance as an intern with Fidato Wealth. He steadily rose to become a CERTIFIED FINANCIAL PLANNER™ Professional after successfully passing the CFP exam. Recently, Brennan was promoted to Associate Wealth Advisor. In his current role, he works closely with clients to help them achieve their financial goals. Brennan also provides critical support to the wealth advisors by managing behind-the-scenes financial planning analysis. He is the primary point of contact for many clients and outside professionals working with Fidato Wealth.
Brennan is known for his commitment to making a positive impact on people’s lives. Around the office, he’s quick to offer assistance and is always ready with a joke or two during staff meetings!