Michael Brennan

Advisor at Brennan Capital Management LLC

Claim profile
Connect with Michael

Credentials

CFP®

Brennan Capital Management LLC logo

Firm

Brennan Capital Management LLC

Location

Westport, CT 06880

About

As the Founder of Brennan Capital Management, I bring over 17+ 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.

Expertise

Business ownership considerations Business Financial Management Business exit / sale strategy

Occupation focus

Founder/Business Owner

Demographic focus

Gen Y/Millennials (Born 1980-1995)

Fee options

AUM: 1.00

Work history

Brennan Capital Management, LLC

2021 - Present (5 years)

GOLDMAN SACHS

2015 - 2020 (5 years)

Similar advisors near Michael

Brian M

CFP®, Series 66

Stratford, CT

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner

Gregory K

Series 66

Southport, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Professional Athlete Entertainment Industry

Nadine V

Series 66

Stamford, CT

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner

Richard J

Series 63, Series 66

Greenwich, CT

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Financial Professional

Achyuta N

CFP®, ChFC®, PFS™, Series 66

Monroe, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families

Stephen K

Series 63, Series 66

Fairfield, CT

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management

Claim this profile

Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.

Claim profile
© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement • Privacy Policy • Form ADV Brochure • Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s Terms of Service and Advisory Agreement and Privacy Policy.
Logos provided by Logo.dev