For Brennan Redmond, CFA, CFP®, financial planning is about more than just numbers—it’s about helping people live with confidence, clarity, and purpose. With a deep belief in trust, accountability, and open communication, Brennan works closely with clients to ensure their financial lives remain balanced between the demands of today and the goals of tomorrow.

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No two clients are alike, and neither are the solutions he builds. Brennan takes a personalized, goals-based approach to portfolio design and wealth management, incorporating industry best practices, academic research, and time-tested investment methods. His dual credentials as a Chartered Financial Analyst® and Certified Financial Planner® underscore his commitment to both technical excellence and fiduciary care—offering clients a thoughtful, research-driven approach rooted in integrity and results.

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Brennan began his career after graduating with Honors from Rochester Institute of Technology, earning a Bachelor of Science in Business Administration – Finance in 2003. Over the years, he has gained diverse experience at both large national firms and boutique investment advisory companies, which gives him a well-rounded perspective on the challenges—and opportunities—that individuals and families face at every stage of life.

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At Sage Rutty & Company, Brennan leads a client-focused practice that’s grounded in long-term relationships. He takes pride in building financial plans that evolve with his clients’ lives—whether they’re planning for retirement, navigating a career change, funding education, or thinking through legacy and estate strategies.

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When he's not working, Brennan enjoys playing tennis at Midtown Athletic Club, staying active outdoors, and spending quality time with his wife and daughter.