Brendan’s Approach
Brendan J. Solecki
CFP®, CPA, MBA
Financial Advisor / Member Owner
Overview
Brendan Solecki serves as a financial advisor in our Middletown, Rhode Island, office, where he supports individuals and families with comprehensive financial planning strategies. A CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Brendan focuses on helping clients align today’s decisions with long-term financial well-being through thoughtful, proactive planning.
Brendan helps clients across a wide range of planning needs, including wealth transfer and philanthropy, income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analysis, debt management, and education funding. His background in both financial planning and accounting allows him to provide coordinated strategies that address complex financial considerations.
Before joining Savant, Brendan worked in the financial planning group at Corrigan Financial, which joined Savant in 2025. Earlier in his career, he served as a finance director at Clean Harbors, where he developed a strong foundation in financial leadership and analysis that continues to inform his work with clients today.
He holds a bachelor’s degree in management and a Master of Business Administration (MBA) with concentrations in finance and accounting from Clark University in Worcester, Massachusetts. He remains actively engaged in the profession as a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA), and the Financial Planning Association of Rhode Island.
He lives in Massachusetts with his wife, Mary, and their two sons, Owen and Dean. Brendan enjoys spending time outdoors, golfing, playing sports with his children, hiking, and visiting the beach.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Clark University
Bachelor of Arts in Management
Master of Business Administration (MBA) with concentrations in Finance and Accounting
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
Affiliations
- American Institute of Certified Public Accountants (AICPA) – member
- Rhode Island Society of Certified Public Accountants (RISCPA) – member
- Financial Planning Association of Rhode Island – member
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.