info
On Presidents Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Presidents Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will be closed on Monday, February 17.

SAN FRANCISCO
Justin Brennan
Senior Vice President, Private Wealth Advisor
EXPERIENCE
  • Institutional equities sales, Barclays, Sterne Agee and RBC Capital Markets
  • Management roles at technology startups TenFold Corporation and The Climate Corp
  • Active supporter of Concussion Legacy Foundation and Jewish Vocational Services
EDUCATION
  • AB (cum laude), Harvard University

Who I work with

I work with a lot of business owners who’ve undergone, or are planning for, a liquidity event that will have a major impact on their personal finances. I have extensive experience helping them navigate that process. I also work with many senior-level engineers and business leaders who are savvy about investing but need a partner who can provide added depth and professionalism in managing their investments.  

What I’m most passionate about in my role

A lot of my clients are multi-generational families concerned about how their wealth will be managed and passed to future generations. I am there to ask the right questions and give them actionable advice, delivered with compassion and a deep understanding of their personal circumstances. I love helping to ensure a family’s financial wellbeing for the long term.

Why I work at Capital Group Private Client Services

I worked in capital markets for a long time before becoming a wealth advisor and got an outside-in view of Capital Group. The folks I interacted with were confident, intellectually curious and incredibly bright. I aspired to be part of this great firm and I now feel confident that I am backed by the best possible team to help me meet my clients’ needs.

“I am in the business of helping people invest their assets in a way that lets their wealth work for them. My clients appreciate my steady, straightforward, results-driven approach that gives them confidence about the future of their family’s wealth for generations to come."

Justin Brennan