Matt Brennan
CFP® at Covenant Wealth Advisors
- Role
- Financial Planner and Investment Advisor at Covenant Wealth Advisors
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
About Matt Brennan
As a comprehensive financial planner, I am dedicated to helping my clients create safe…
Experience
Financial Planner and Investment Advisor
Dec 2023 — Present · Reston, VA, US
As a comprehensive financial advisor since 2003 I have partnered with Covenant Wealth Advisors to continue providing objective, unbiased planning services and investment recommendations thru a Fee Only firm. My goal has always been to help my clients manage risks through the financial planning process and I\'m privileged to be aligned with a team and a firm that is focused on always advising in the best interest of our clients. As a fiduciary for my clients, their priorities are my focus and together we collaborate to make progress on financial goals and objectives. Based on experience, myself and my team are uniquely equipped to advise on all aspects of a client\'s financial picture with an emphasis on the following: Retirement Feasibility AnalysisPortfolio Development and ImplementationCash Flow ProjectionsProactive Tax Planning Estate Planning & Legacy Wealth TransferCharitable GivingRisk Management and Insurance Planning Real Estate Analysis
Education
William & Mary
Bachelor of Arts (B.A.), Economics
1999 — 2003
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