Brendan Farrelly*, CFS
Executive Financial Advisor
Brendan has always had a passion for the financial industry, earning his degrees in Economics with an emphasis Finance from San Diego State University in 2002. Prior to starting his financial services practice, Brendan worked as a Project Manager in residential development and became a licensed general contractor in 2008. The pain felt by so many during the economic crash, led him back to his true passion of finance. As a Financial Planner, Brendan is able to help clients and loved ones through the difficult times in life and secure an optimistic future.
Currently, he continues his education through courses from the American College and College for Financial Planning and the Institute of Business and Finance. As a Certified Fund SpecialistTM, he provides continuing education in several communities. Additionally, he serves on the Board of Directors of ElderHelp of San Diego which is a San Diego based organization dedicated to helping seniors maintain their independence outside of a long term care facility.
Brendan comes to One San Diego Financial Strategies with over 13 years of industry experience helping his clients with their wealth management, risk management, retirement income planning, investment management, estate planning & business planning needs. Prior to joining One San Diego Financial Strategies Brendan worked at Park Avenue Securities and MML Investor Services where he built a thriving personal practice as well as mentored and trained new advisors into the industry.
Born, raised and living in North County San Diego, you can find Brendan enjoying surfing, soccer, snowboarding, golfing, traveling and most importantly spending time with his family.