Brendan Davis has been part of the GLH&C team since 2018, bringing a thoughtful, relationship-driven approach to financial planning. He began his career in the financial services industry in 2011 and later worked with the State of California’s 401(k) and 457 retirement plans. That role gave him valuable experience helping public employees navigate complex retirement options and plan for the future with confidence.
With a strong background in both personal finance and business retirement plans, Brendan takes the time to truly listen and understand what matters most to each client—not just financially, but personally. He enjoys helping people get organized, feel empowered, and make steady progress toward their goals. For Brendan, the most rewarding part of his work is building long-term relationships and making a meaningful impact in his clients’ lives.
Originally from California, Brendan earned his Bachelor's degree in Economics from California State University, Sacramento. Outside of work, he loves to travel and is a devoted animal lover. Whether he’s planning his next adventure or spending time with his pets, Brendan brings the same care and curiosity to his personal life as he does to his work.