Meet Patti Brennan,
CFP®, CFS®

President & CEO
"When love and skill come together, expect a masterpiece." – John Ruskin

A graduate of Georgetown University and a Certified Financial Planner (CFP), Patti Brennan is different. Not only does she provide comprehensive wealth management, she and her team create integrated strategies that are unique for each client. Patti is not just a number cruncher. She has the ability to see the impact of small details in the big picture, and is known for communicating complex, financial concepts into simple, meaningful terms.

Patti is consistently ranked year after year as one of America’s Top Financial Advisors – a feat very few advisors achieve. What makes this truly impressive is each publication is completely independent and has its own criteria for selection, yet Patti and her team meet every test for what’s considered best practices.

As a wife and mother of 4 children, Patti has learned to balance the most important job in the world with the needs of a growing company. Her husband, Ed, also owns a business, so their children have a real understanding of what it’s like to be an entrepreneur. Even so, evenings were always focused on family and the challenges they were all experiencing in their lives.

Patti is a believer in giving back and currently resides on the boards of Brandywine Valley YMCA, Cuddle My Kids, Royal Alliance Advisory, and eMoney Advisory.

Patti has served the community over the years in a variety of ways including Chester County Hospital’s Main Board and former Chairwoman of the Retirement Plan Committee, Chester County Hospital Foundation’s Investment Committee, the Chester County Economic Development Council, Southeastern Pennsylvania Development Council, and the Royal Alliance Advisory Board as Former Chairwoman. Her favorite positions also included her work at St. Agnes as a kindergarten CCD teacher and field hockey and lacrosse coach.

Get to Know Me

One word that describes you best:
Approachable. This is the biggest compliment anyone could give me. While people think of me as high energy, I always want to be the person people know they can talk to.
If I could possess one super-human power:
A photographic memory!
Most cherished family tradition:
Our family tradition was saying prayers every night with our four children. It became our lifeline and a daily opportunity for the six of us to reconnect. Each of us would list three things we were grateful for and then we all went to bed remembering we are lucky and secure.

My Hobbies

This or That ...

Eagles or Cowboys?
Eagles
Saver or spender?
Investor (which includes investing in people, technology, clothes and kids)!
Rock or Country?
Country
Patti is registered with Royal Alliance Associates, Inc.