In March 2013, Brennan Guli joined Lighthouse Financial Advisors, Inc. as a senior financial advisor. Brennan focuses on providing stability for clients when it comes to their financial future. He consults with clients who are goal-oriented and want professional guidance to pursue their financial dreams. Brennan helps clients evaluate their risk, repair their portfolio, and restore their hope in their future by offering strategic counsel on a wide variety of financial topics including retirement planning, tax-efficient investing, tax preparation, estate planning, wealth transfer, and understanding their employment benefits.
Prior to joining LFA, Brennan honed his skills providing comprehensive financial counseling to high net worth families and business owners for six years with a large firm in Northern New Jersey.
After graduating with a bachelor’s degree in economics and history from the University of Rochester, in Rochester, NY, Brennan earned a juris doctorate from Rutgers University School of Law in Newark, NJ. Upon passing the New Jersey and New York bar exams, he practiced law for several years before making a career change. Brennan is currently admitted to practice law in New Jersey and is studying for the CFP® examination. These educational experiences distinguish Brennan in the financial planning community.