Dylan Brennan

Dylan Brennan is a seasoned financial advisor and the founder of his own public accounting firm, where he brings together decades of expertise in accounting and investment management. A graduate of California State University, Fullerton with a degree in Finance and an emphasis in Investment Management, Dylan has built his practice around delivering tailored financial strategies for clients approaching or enjoying retirement. His unique approach combines deep accounting knowledge with forward-looking investment insights, ensuring a holistic plan for wealth preservation and growth.

Dylan leads a dedicated team of specialists, including Raj Choobak (Stock Specialist), Peter Wang (Retirement Plan Specialist), and Sylvain Lapointe (Stock Specialist and Client Relations). Together, they provide comprehensive guidance spanning investment selection, retirement planning, and client relations. Dylan primarily serves retired and pre-retirement clients across a range of net worth levels, helping them achieve financial security and peace of mind through customized, tax-efficient strategies.