Brendan O’Rourke is a CFP® Professional and Enrolled Agent (EA) with Greenway Financial Advisors LLC. He earned a B.S. in Finance and Economics from Bentley University.
He works with individuals and families approaching or entering retirement, helping align their investment strategy, tax planning, and overall financial structure with the life they want to live.
With more than 15 years of experience, Brendan focuses on simplifying complex financial lives and helps families make confident decisions throughout retirement. Before Greenway, Brendan designed wealth and investment strategies for ultra-high-net-worth families throughout Los Angeles.
Brendan lives in Burlington, Massachusetts with his wife, Michaela, and their three children, Finn, Annie, and Shea. Outside of his work, he enjoys spending time outdoors running, golfing, and skiing.
