Brendan J. Solecki
CFP®, CPA, MBA
Financial Advisor / Member Owner
I find that the most rewarding part of financial planning is working with our clients to strive for financial well-being, both now and in the future.
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Education &
Affiliations &
Brendan is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Brendan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Brendan has been involved in the financial services industry since 2020. He worked in the financial planning group for Corrigan Financial from 2020 until it joined with Savant in 2025. Prior to joining Corrigan, he was a finance director at Clean Harbors.
Brendan is 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.
Brendan earned a bachelor of arts degree in management and a master of business administration (MBA) degree with concentrations in finance and accounting, both from Clark University in Worcester, MA.
Brendan and his wife Mary have two children, Owen and Dean. He enjoys spending time outdoors, whether golfing, playing sports with his sons, hiking, visiting the beach, or honing his skills in smoking meats.
Education &
Designations
- Clark University
Bachelor of Arts in Management
Master of Business Administration (MBA) with concentrations in Finance and Accounting - CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant (CPA)
Affiliations &
Community Service
- American Institute of Certified Public Accountants (AICPA) – member
- Rhode Island Society of Certified Public Accountants (RISCPA) – member
- Financial Planning Association of Rhode Island – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.