Brendan Estes, CFP®

Brendan Estes, CFP®

Associate Financial Advisor

brendan@university-wealth.com

Brendan Estes joined Evangelista & Associates as an intern for the Summer of 2022 and began his full time employment in May, 2023.  He graduated from the Brood College of Business at Michigan State University in May of 2023, where he received his Bachelor of Arts in Finance and a minor in Wealth Management and Financial Planning. 

Brendan has always had a strong passion for saving and investing and has a love of helping people achieve their goals.  Gravitating to Financial Planning seemed inevitable upon arriving at MSU.  In addition to his CERTIFIEDFINANCIALPLANNER™ designation, he currently holds his Series 7 (with LPL Financial), Series 66 (with Capital Asset Advisory Services and LPL Financial) securities registrations as well as the Life, Accident & Health Insurance licenses.  

Outside of work, Brendan enjoys golf, fitness, and spending time with friends.

Registered Representative of LPL Financial.