Professional
Brendan holds a bachelors degree in Finance from Siena College with a semester abroad at Macquarie University in Sydney, Australia.
Professional designations include:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificant - 2009
- The American College - Chartered Life Underwriter (CLU®) - 2007
- The American College - Chartered Financial Consultant (ChfC®) - 2009
- The American College - Chartered Advisor in Philanthropy (CAP®) - 2018
- The American College - Retirement Income Certified Professional (RICP®) - 2019