Professional Background of Matt Brennan
Since 2003, Matt has built a robust career as a Financial Planner and Investment Advisor Representative, bringing extensive expertise and deep understanding of the financial landscape to his clients. His journey to Covenant Wealth Advisor's team is preceded by a flourishing career that previously included significant roles at Acorn Financial Services, Dominion Wealth Management, Inc., and Legacy Advisors, LLC, which is now part of Spire Investment Partners.
Matt's solid foundation in the finance field is backed by his academic accomplishments at the College of William & Mary, where he graduated in 2003. There, he distinguished himself by completing a double major in Economics and Government. Further amplifying his professional standing, Matt achieved the status of CERTIFIED FINANCIAL PLANNER™ professional in 2009, a testament to his commitment to upholding the highest standards in financial planning.
Education and Memberships
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College of William and Mary in 2003 with a BS in Economics and Government
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Series 65 and Series 66 license
Personal and Family
A native of Massachusetts' North Shore, Matt transitioned to the DC area in the latter part of 1995, where he has since laid down roots.
Today, he resides in Ashburn, sharing his life with his wife Allison and their two sons, Andrew and Connor.
Outside the sphere of finance, Matt harbors a passion for professional sports, particularly those ending in 'ball.'
