Specialty:
“Koda Wealth Management LLC team works with you to develop a financial blueprint that meets your needs, ensuring that you are on the path to financial security. Brendan has been assisting his clients in obtaining financial freedom through various means, such as investments, insurance, and debt reduction strategies. Brendan currently holds the Chartered Financial Consultant (ChFC®) designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He knows and understands a broad collection of investment opportunities, to include stocks, bonds, ETFs, mutual funds, and the like. Koda Wealth Management LLC aims to assist people in taking their next steps on their journey to financial freedom.”
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