Robert Brennan

Robert Brennan

Wealth Management Advisor

To help my clients build, manage, and preserve their wealth, I, along with LPL Financial, provide a complete range of financial services. I work with individuals, families, corporate executives, professionals, business owners, and other affluent clients. I put my clients’ interest first, act with integrity and honesty, and strive for excellence in every facet of my practice.

My practice is client centered, not sales oriented. Ongoing attention to managing the risk, performance, and composition of financial planning is an ongoing, lifelong, personal process. Once a plan is in place, it needs to be reviewed, and updated to meet the dynamic circumstances of everyday life. I utilize estate planning tools to potentially pass on wealth, tax advantage investments to preserve capital and increase income.

I hold a Bachelor of Science degree in Business Administration and Finance from California State University, Chico. Being a Redding resident for over 50 years, I have been actively involved in our community, donating many hours to community and youth activities. I conduct financial seminars on a regular basis for large corporations, and am a frequent guest speaker for various groups. Through the years, my involvement has included service to the Board of Directors for the Redding Chamber of Commerce, past president of Riverview Golf & Country Club, a member of the NVCSS Advisory Board, the finance committee for Turtle Bay and the city of Redding, as well as numerous other organizations.  Married for 38 years with two adult children, Tristan and Kaysen.

 

Professional Background

  •  Branch Manager Redding Office
  •  Investment Advisor Representative 22 years
  •  LPL Registered Principal 
  •  Registered with LPL Financial 

 

Phone 530 223-6272
Fax 530 223-6399