Meet Brendan
Brendan brings more than a decade of experience working with high-achieving individuals who value clarity, discretion, and thoughtful financial guidance. His career began in the fast-paced environment from the bright lights of Hollywood agencies like CAA, where he supported elite performers and creatives operating at the highest levels. That experience shaped his ability to understand the unique financial challenges faced by individuals with demanding careers and complex lives.
Over the past ten years, Brendan has built a personalized wealth management practice serving entrepreneurs, physicians, professional athletes, creatives, and business leaders. His approach emphasizes clear communication, sound judgment, and close collaboration with trusted professionals across tax, legal, risk management, and investment disciplines. Brendan is known for helping clients cut through complexity and make confident decisions aligned with their long-term goals and values.
Outside of work, Brendan enjoys an active lifestyle that includes surfing, tennis, golf, and hot yoga. He has a passion for travel, great food, and lifelong learning, with a particular interest in philosophy and psychology. These interests inform his belief that financial planning should support not just wealth, but a healthier, more intentional life.
CA Insurance License #0K96781