Brendan McMurtrie’s career in financial services spans more than two decades in professional roles across many facets of the industry from sales and marketing to operations and regulation. He has been a registered investment advisor for 14 years and currently serves as a Financial Advisor at CUSO Financial Services in San Diego.
Brendan’s primary goal when working with clients is to simplify the complexity of financial planning. He offers well-rounded advice and personalized solutions that include planning for life events, leaving a legacy, developing budgets and transitioning wealth. To increase awareness
of the importance of having a financial plan in place, Brendan also offers free educational workshops to local schools and networking groups.
Away from the office, you can find Brendan volunteering for community organizations that support athletics, health and education. He also enjoys spending quality time with his wife and two kids, hiking on the beautiful trails in San Diego County and attending concerts in the park
with local bands.