Brennan T.

About Brennan T.

I believe financial planning is about more than numbers; it’s about helping people find clarity and confidence in their financial decisions.As an Associate Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Fidato Wealth, I work closely with clients to develop and implement comprehensive financial plans that align with their values and goals. I also support Fidato’s senior advisors by leading detailed planning analysis and coordinating with outside professionals to ensure each client’s plan stays on track.Since joining Fidato as an intern, I’ve grown within the firm by staying focused on one thing: making a positive impact on people’s lives. Whether managing plan details behind the scenes or serving as a primary point of contact for clients, I aim to bring reliability, empathy, and insight to every interaction.Outside the office, you’ll likely find me spending time on Lake Erie; boating, jet skiing, or catching a Browns game with my family. I’m proud to bring the same energy and optimism I have for life into the work I do every day with clients and colleagues alike.Core Strengths: Financial Planning & Analysis | Client Relationship Management | Wealth Management Support | Retirement Planning | CFP® Strategy & Compliance | Cross-Team Collaboration | Positive Impact & Problem Solving

Experience

1. Associate Wealth Advisor

   Fidato Wealth

   Oct 2024 — Present · Middleburg Heights, OH, US

   Serve as a trusted point of contact for clients, helping align their financial strategies with long-term goals.Collaborate with senior advisors to deliver customized wealth management and retirement plans.Coordinate with attorneys, accountants, and other professionals to ensure seamless plan execution.

Education

• The University of Akron

  Bachelor of Business Administration - BBA

  2017 — 2021