Key Financial Inc. is nationally recognized for wisdom in wealth management. A graduate of Georgetown University and a Certified Financial Planner (CFP), Patti Brennan is different. Not only does she provide comprehensive wealth management, she and her team create integrated strategies that are unique for each client. Patti is not just a number cruncher. She has the ability to see the impact of small details in the big picture, and is known for communicating complex, financial concepts into simple, meaningful terms.
Patricia C Brennan, CFP, President of Key Financial, currently serves as a board member for Cuddle My Kids, and the YMCA of Greater Brandywine. She formerly served on the boards of the Chester County Economic Development Council, SEEDCO (Approving Small Business Loans), & Penn Medicine Chester County Hospital.
- A Top 400 Advisor in the Nation, Financial Times, 2016
- A Top 100 Women Financial Advisor in America, Barron's (Recevied for the tenth year)
- A top 1,200 Financial Advisor in America, Barron's (Recevied for the tenth year)
- Forbes Top 100 Wealth Advisor in America.