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Mini cropped brendan k. easterday guidevine profile
CAP Partners, LLC
Franklin, TN

Brendan Easterday

AIF®
Your Family CFO Guide To Financial Independence

Meet Brendan

Introduction - Brendan Easterday
Introduction - Brendan Easterday
Planning & Investments - Brendan Easterday
Planning & Investments - Brendan Easterday
Video Transcripts

Brendan Easterday has been part of the financial services industry since 2000. He holds the Accredited Investment Fiduciary designation (AIF®) and is working towards his Certified Financial Planner designation (CFP®). Brendan holds Series 6, Series 7 and Series 63 securities licenses, and has also earned his Series 26 Principal license. He is an Investment Adviser Representative (IAR) with a Series 66 license. In addition, Brendan holds insurance licenses in life…

Brendan Easterday has been part of the financial services industry since 2000. He holds the Accredited Investment Fiduciary designation (AIF®) and is working towards his Certified Financial Planner designation (CFP®). Brendan holds Series 6, Series 7 and Series 63 securities licenses, and has also earned his Series 26 Principal license. He is an Investment Adviser Representative (IAR) with a Series 66 license. In addition, Brendan holds insurance licenses in life and variable contracts in the state of Tennessee.

Before coming to the financial services industry, he earned his B.S. in Engineering from the University of Illinois and worked seven years in the electrical industry—including the ownership and management of a sales company. His experience as a business owner gives him extra insight as a financial advisor. Brendan's passion lies in helping others realize their dreams through sound financial planning. He has always sought to hold his practice to the highest standards and is committed to securing his clients' trust through competence and character.

Brendan lives in Brentwood, TN, with his wife, Susan, and their two children. He is an active deacon serving at Brentwood Baptist Church and has served as treasurer of the Bridgeton Park Homeowner's Association since 2005. His hobbies and interests include boating, golfing, horseback riding, and spending time with his family.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments
Cross Border Planning
Employer Sponsored Retirement Plans
Charitable Planning
Long-Term Care Planning
Special Needs Planning

Experience with

Small business owners
Entrepreneurs
Families

Fee structure

Fee & Commission

Certifications and licenses

AIF® - Accredited Investment Fiduciary®

Education

Bachelors
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