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Michael B

CFP®

Westport, CT

Brennan Capital Management LLC

As the Founder of Brennan Capital Management, I bring over 20+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

Business ownership considerations Business Financial Management Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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