Focused on delivering the most favorable outcomes for his clients and educating clients on financial literacy.
Joined Lido: 2019
Homebase: San Diego
Professional Focus: Brendan provides unbiased, independent wealth planning for high-net-worth families in the Southern California region. Also specializes in tactical investments and alternatives.
Education: B.A., Finance, Butler University
Previous Work Highlights: Brendan was with Asset Planning Solutions, Inc. and Ken Stern & Associates, Inc. where he was a member of the Tactical Investment Committee. Before that, he was a technical analyst for a leading investment firm responsible for extensive due diligence across multiple investment platforms and alternative investments.
Personal Facts: Received the Five Star Wealth Manager award each year since 2012.
Ratings, rankings and awards shown herein may not be indicative of Lido’s investment performance, or any future investment performance or accomplishments. Brendan has sourced these ratings, rankings and awards from third party providers. Brendan did not solicit or pay for any of these ratings, rankings and awards. The rating, ranking or awards may not be representative of any client’s individual experience.
