About Brendan Colafranceschi
Senior Investment Advisor & Portfolio Manager
Brendan Colafranceschi brings a disciplined, client-first approach to wealth management. With years of experience in both insurance and investment advisory, he understands that financial planning is about more than numbers—it’s about protecting what matters most and building a future with confidence.
Starting his career as an Insurance Advisor, Brendan developed a strong foundation in risk management before moving into investment advisory in 2016. In 2019, he earned the Chartered Investment Manager (CIM) designation and became a Portfolio Manager, giving him the ability to offer discretionary portfolio management and advanced strategies tailored to each client’s goals.