Brendan McMurtrie | CFP®, RICP®
Senior Wealth Manager
Financial Sense® Advisors, Inc.
Senior Wealth Manager
Financial Sense® Securities, Inc.
Registered Representative
I have been in the financial services industry for over 26 years and strive to learn something new every day. I bring a well‑rounded approach to my work, supported by experience in financial planning, investment management, operations, and compliance.
Throughout my career, I have worked extensively with affluent individuals and small business owners, providing ongoing education and guidance toward their financial goals through the implementation of comprehensive financial plans. I believe a long‑term plan has the greatest chance of success when it includes actionable steps, consistent monitoring, and the discipline to stay focused on the goal.
Outside of work, I enjoy spending time with my wife and two children. We lead an active lifestyle; whether it’s going to the beach, hiking, or attending concerts. I also coach soccer and baseball and am a 2nd Dan Black Belt instructor in Tang Soo Do.
My professional credentials include being a CERTIFIED FINANCIAL PLANNER® professional, Retirement Income Certified Professional®, holding FINRA Series 7, 63, and 65 licenses, as well as Life, Disability and Variable Insurance licenses (CA insurance license #0D34330).