Pat Brennan Vice President at Capital Growth in San Diego

Pat Brennan

Senior Vice President
Wealth Management

San Diego, California
MBA, PPC®

Pat Brennan Vice President at Capital Growth in San Diego

ADVISOR
SINCE 1998

"I strive to create personal investment strategies that allow people to live their very best financial lives possible. "

Mission Statement

I strive to create personal investment strategies to help my clients meet their long-term financial goals, using an independent, non-biased approach that will bring each client a sense of security.

I believe that creating strong and lasting personal relationships with my clients enables me to guide them as we navigate investment options in our ever changing world.

My Background

I met my wife, Erin, at the University of San Diego in 1987 and we have two adult children. We currently live in Carlsbad and I’m active with the finance committee at St. Patrick’s Catholic Church.    I have an MBA from Pepperdine University and enjoy real estate oriented investments as a compliment to my client’s more traditional managed investment portfolios.      

Experience

    • In the personal wealth management and financial planning field since 1998
    • Tend to work most with families and business owners relative to their investment strategies and retirement planning.   

Education

    • 1989 BA University of San Diego
    • 1998 MBA Pepperdine University
    • 1985 CA Real Estate License

Designations

    • Securities Licenses:  Series 7, 6, 63, 65
    • Life, Health, Disability Insurance License
    • PPC® (Professional Plan Consultant)

About Me

I’m passionate about traveling and camping and whatever life’s adventures brings my way. I love sporting events, concerts, plays and staying close to our family and friends. Locally, I’m happy to support charities like the Mitchel Thorp Foundation and St. Patrick’s Church & School, where both of my kids attended grade school.