Brendan Jung, CFP®
Wealth Advisor
A Seattle native, Brendan has now spent the last decade in California as part of our San Francisco and now Los Angeles teams. As a young professional, Brendan quickly realized that despite having a degree in finance, personal finance topics were not adequately covered in school, or taught at all. Brendan’s desire to help others plan for their future has now earned him the trust of clients and colleagues alike.
As a wealth advisor, he collaborates alongside our wealth managers to deliver sophisticated portfolio management and financial planning services for our clients. The appreciation he receives from clients after guiding them through major moments in their lives – such as buying and selling homes, becoming a resource to their children who leave for college or are starting their professional careers, and assisting clients through retirement – are an ongoing reminder of how important the longstanding relationships we build with our clients can be.
Brendan has been with our Los Angeles office since its conception in 2020, building upon the relationships he had already established, and working with new clients throughout Southern California.
- CERTIFIED FINANCIAL PLANNER™ professional
- 21/64 Certified Advisor
- B.A. in Business Administration with a concentration in Finance, Michael G. Foster School of Business, University of Washington
Playing, watching, and coaching sports – particularly golf, basketball, and football. Travel goals – a new U.S. city a few times a year and internationally once a year. Favorite genres to watch – documentaries.
