With Park Hill Financial Planning & Investment Management, you’re not a number in a one-to-many wealth management machine. Like our neighborhood, you’re part of a tight knit community.
We exist out of a desire to serve families in the greater Park Hill and Central Park communities on a more personal level for decades to come. You live here. You work here. You are raising a family here. Plan and invest here.
With Park Hill Financial Planning & Investment Management, you’re not a number in a one-to-many wealth management machine. Like our neighborhood, you’re part of a tight knit community.
We exist out of a desire to serve families in the greater Park Hill and Central Park communities on a more personal level for decades to come. You live here. You work here. You are raising a family here. Plan and invest here.
Will Brennan, CFA, CFP®
Founder & Principal Advisor
Will Brennan is the Founder and Principal Advisor of Park Hill Financial Planning & Investment Management. After participating in a stock market simulation in the first grade, Will was hooked on the world of investments. Graduating college during the Global Financial Crisis, Will found his calling in financial planning after stints in public accounting and commodities trading. Initially working for a large, trust company in his hometown of Chicago, Will learned firsthand that institutionalized, scaled planning & investment management was not for him. After a globe-trotting sabbatical led he and his wife to Denver, Will discovered the world of independent, fee-only, fiduciary financial planning and investment management. Despite working for well-run businesses over a five year period, Will constantly dreamt of creating a space to work with family, friends, neighbors, and community members on a deeper, more personal level.
Throughout his career, Will has successfully guided countless individuals and families through various life stages, from young professionals seeking to build wealth to retirees aiming to preserve their livelihoods and enjoy a comfortable retirement on their terms. He enjoys being able to live vicariously through his clients’ experiences and, to that end, he internalizes and shares heavily in his clients’ defeats and losses but loves nothing more than being able celebrate his clients’ hard-earned triumphs and victories.
Education, Credentials and Philanthropy:
Will holds dual Bachelor of Science and Master of Business Administration degrees in Accounting and Finance from the University of Dayton. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. Will is a former board member of Economic Literacy Colorado, a Denver-based nonprofit focused on arming all Colorado students with the fundamental economic and financial decision-making skills necessary to be successful throughout life. He is an active member of the Colorado Chapter of the CFA Society.
Family Information:
Will lives in Denver’s Park Hill neighborhood with his wife, Maria, and two children, John & Clare. As a family they love exploring Colorful Colorado along with their affable Bernese Mountain Dog, Bubba. Will is an avid golfer and can often be found enjoying a concert at one of Colorado’s iconic live music venues.
More About Will…
Will’s Why:
Helping individuals and their families achieve more financially than they ever thought possible is one of the best feelings in the world. Bridging the gap between the spreadsheet world of finance and the emotional side of personal finance is his favorite puzzle to help people solve. Even more so than the NYT crossword!
Will’s favorite Park Hill things:
Long Table Brewery and Yuan Wonton
When not in the office or on the golf course…
You can find Will at a JRAD or Phish Concert or at the Denver Museum of Nature & Science
Will’s Favorite Places to Visit:
Steamboat Springs, New Zealand, Japan, Scotland or any Dream Golf Property
Will’s Perfect Saturday Afternoon:
Reading a good book without interruption (some day!)