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
Brendan G Meyer

Brendan G Meyer, CFP®

Wealth Management Advisor


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