Will Brennan
CFP®, CFA®
All Season Financial Advisors
Lead Advisor
Will Brennan
CFP®, CFA®
All Season Financial Advisors
Lead Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Will Brennan, CFP®, CFA®
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Will Brennan is a Denver, CO fee-only financial advisor serving clients locally and across the country. All Season Financial Advisors provides comprehensive financial planning, wealth management, and asset management to help high net worth individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Will Brennan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Lead Advisor with All Season Financial Advisors, Will works closely with our clients and wealth management partners to craft comprehensive long-term financial planning solutions. He loves that his role helps clients live their very best lives today while making sure that their future goals are carefully articulated and well planned for.
Will holds dual Bachelor of Science and Master of Business Administration degrees in Accounting and Finance from the University of Dayton. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner.
Will is a volunteer board member of Economic Literacy Colorado, a Denver-based nonprofit focused on arming all Colorado students with the fundamental economic and financial decision-making skills necessary to be successful throughout life. He is an active member of the Colorado Chapters of both the Financial Planning Association and CFA® Society.
Will lives in Denver’s Park Hill neighborhood with his wife, Maria, and young son, John. As a family they love exploring Colorful Colorado along with their lovable Bernese Mountain Dog, Bubba. Will is an avid golfer and can often be found enjoying a concert at one of Colorado’s iconic live music venues.
Will Brennan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
All Season Financial Advisors, Inc. is a fee-only Registered Investment Advisor offering comprehensive wealth management services to the mass affluent ($500k in investible net worth or more). We specialize in risk-managed investment strategies with integrated financial planning, tax strategy and estate planning service as an affordable wealth management package.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Will Brennan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Will Brennan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Will Brennan is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Will Brennan is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Will Brennan is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Will Brennan
Office Locations:
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731 Sherman Street
Denver, CO 80203
