With more than eight years of experience advising high-net-worth clients, Brendan brings a fresh perspective to the financial planning process. Prior to joining Mercer Advisors, he worked as a vice-president financial advisor at late stage fintech startup and registered investment adviser Personal Capital, where he obtained the CERTIFIED FINANCIAL PLANNER™ certification. Brendan graduated from Southern New Hampshire University with a bachelor of science degree in finance and a concentration in financial planning. He believes that money is a tool that can be used to unlock independence and flexibility, and he loves helping clients realize their vision of Economic Freedom™. In his free time, Brendan enjoys being at the beach with his wife and two daughters, surfing, biking, and hiking.
Newport Beach
620 Newport Center Drive Suite 1030 Newport Beach, California 92660