Brendan Halleron CFP®, AIF®, BFA™
“It’s an immense motivation to get up each morning to serve others by helping them work toward their goals. As human beings, we rarely get the chance to see our life from a third-party perspective. Offering this perspective is exactly how financial planners can help their clients.”
Brendan joined Affiance Financial in October 2017 as an Operations Analyst and became a Financial Planner in 2019. At Affiance, Brendan offers clients guidance as they work together toward achieving their financial goals, focusing on a disciplined investment strategy, savings plan, risk management, estate plan, and more. In addition to building his own advisory practice, he also works closely with partner Seth Meisler supporting his clients and servicing corporate retirement plans.
In 2020, Brendan obtained his CERTIFIED FINANCIAL PLANNER™ designation to further his technical knowledge in order to better serve his clients. His goal in becoming a financial planner is to help clients prepare for whatever situations life may throw their way.
Prior to joining Affiance, Brendan worked at Cargill within their Risk Management unit, focusing on the execution, reconciliation, and valuation of exotic commodity derivatives.
Brendan graduated from the University of Minnesota’s Carlson School of Management, where he double majored in Finance and Accounting.
Get to know Brendan—
- He started with Affiance in 2011 as an intern for Principal and Financial Planner Steve Lear.
- He enjoys volunteering with Achieving Cures Together, a nonprofit focused on progressing microbiome research.
- He is an avid college football fan and enjoys traveling to different stadiums around the country.