William Brennan (CFA, CFP®)

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

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • 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

After participating in a stock market simulation in the first grade, Will was hooked on the world of investments. Graduating college during the Global Financial Crisis, Will found his calling in financial planning after stints in public accounting and commodities trading. Initially working for a large, trust company in his hometown of Chicago, Will learned firsthand that institutionalized, scaled planning & investment management was not for him. After a globe-trotting sabbatical led he and his wife to Denver, Will discovered the world of independent, fee-only, fiduciary financial planning and investment management. Despite working for well-run businesses over the last five years, Will constantly dreamt of creating a space to work with family, friends, neighbors, and community members on a deeper, more personal level.

Throughout his career, Will has successfully guided countless individuals and families through various life stages, from young professionals seeking to build wealth to retirees aiming to preserve their livelihoods and enjoy a comfortable encore. He enjoys being able to live vicariously through his clients’ experiences and, to that end, he internalizes and shares heavily in his clients’ defeats and losses but loves nothing more than being able celebrate his clients’ hard-earned triumphs and victories.

Education, Credentials and Philanthropy:

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 former 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.

NAPFA Start Date

July 31, 2023


This Office

2995 Holly St. Denver, CO 80207 Phone: (630) 730-7071