Will Brennan (CFA, CFP®, MBA)

Will Brennan focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Retirement Planning Tax Planning Estate & Generational Planning Issues High Net Worth Client Needs Investment Advice with Ongoing Management

Additional Information

Originally from Chicago, Will began his career working directly with both institutional and private clients. Among his positions, he served as a Portfolio Manager with The Northern Trust Company and as a Portfolio Manager of institutional commodity derivatives portfolios for INTL FCStone. In his most recent role with Denver-based Stordahl Capital Management, Will worked with families to construct comprehensive financial plans. As a Lead Advisor with All Season Financial Advisors, Will works closely with our clients and internal partners to craft comprehensive 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 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 CFA Society of Colorado. Will and his wife, Maria, live in Denver’s Park Hill neighborhood and love exploring Colorful Colorado with their 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.

NAPFA Start Date

June 01, 2021

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This Office

731 N Sherman St Denver, CO 80203-3519 Phone: (303) 837-1187