Brendan is dedicated to helping his clients navigate the complexities of finance with clarity and confidence. With a passion for simplifying financial concepts, he takes pride in turning complicated strategies into straightforward, actionable plans. Brendan focuses on creating comprehensive financial roadmaps designed to support his clients’ long-term goals and provide reassurance for the future. His areas of expertise include retirement planning, cash flow planning, investment management, and estate planning.
In recognition of his commitment to excellence, Brendan was named to the Forbes/SHOOK Research® 2025 Top Next-Gen Wealth Advisors Best-In-State list, a distinction that highlights the meaningful impact he makes in the lives of his clients.
His approach to financial planning is methodical and client-focused. Brendan believes that effective guidance starts with listening and understanding, followed by building strategies tailored to each client’s unique goals and circumstances. He is committed to maintaining clear communication and eliminating jargon, ensuring his clients feel informed and empowered in their decision-making.
A graduate of St. Mary’s College with a degree in accounting and economics, Brendan resides in Danville, California, with his wife and three daughters—Ava, Ella, and Cameron—and has fully embraced his role as proud girl dad. He is actively involved in philanthropy through a variety of community-based organizations and the World Vision WASH program, which has provided clean drinking water to millions worldwide. Outside of work, Brendan enjoys playing golf and volleyball, coaching kids’ sports, and spending time with his family.
Brendan holds California Insurance Lic. 0H19715 and Series 7 & 66 securities registrations.
2025 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/24 to 3/31/25 and was released on 8/6/25. 49,859 nominations were received and 2,018 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4fgPKPd. Please see https://www.forbes.com/best-in-state-next-gen-advisors for more info.
Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2000 Crow Canyon Place, Suite 450 | San Ramon, CA 94583 | 925.866.7800
Raymond James is not affiliated with any of the companies mentioned.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.