Brendan Estes, CFP®

Brendan is a Financial Planner at Sano who helps clients bring the full picture of their financial life into one coordinated plan, retirement income, tax strategy, and the long-term decisions that matter most. As a Certified Financial Planner™ holding his SIE, Series 7, 66, and Michigan Life, Accident, and Health Insurance licenses. He pairs technical depth with a relationship-first approach, because he knows a plan only works if the person behind it feels truly known.

Brendan believes every part of the client’s financial life is connected, so he treats it that way. He stays ahead of changing laws, keeps an eye on the details clients don’t have time to watch, and works closely with CPAs, estate attorneys, and other specialist so every piece of the plan moves together, thoughtfully, and never rushed.

Outside the office, you can find him on the golf course, staying active, and spending time with friends and family.