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Brenna McLoughlin, CFP®, GFP Fellow

Senior Advisor, Shareholder

As a Senior Advisor, Brenna McLoughlin takes great care in building personal client relationships, using this background to deliver investment strategies that are customized for each individual client’s values, goals, and financial situation. She works with clients to gather details about their investments, income, expenses, taxes, estate planning, and insurance, and uses this data to create cash-flow projections and other analyses that help clients visualize a financially independent future. Ultimately, she uses this knowledge to propose financial-planning opportunities that can make a real, positive impact. Brenna also loves getting to know clients’ children and helping them make informed decisions regarding their own savings, expenses, debt, and investments.

As a Shareholder and member of the Wealthstream leadership team, Brenna contributes to initiatives driven by our core purpose: to help people live their best lives. Prior to joining Wealthstream Advisors as a wealth management analyst, Brenna worked as a financial planning associate at a New York City-based wealth management firm serving high–net worth individuals and families. There, she supported three teams of advisors, and gained experience in speaking with clients to understand their needs and goals, incorporating their objectives into customized portfolios. Earlier work included several years as a magazine writer and editor for Condé Nast Publications, where she gained invaluable research and communications skills that continue to serve her in her work with Wealthstream’s clients.

Brenna is a CERTIFIED FINANCIAL PLANNER™ professional, and a Global Financial Planner Fellow. She received a certificate in financial planning from New York University in 2013 and a Bachelor of Arts in biological anthropology and anatomy from Duke University in 2001. Brenna has been featured as a financial-planning expert on Jill Schlesinger’s Better Off podcast and CBS News, and she has been quoted on CNBC. Since 2018, Brenna has volunteered as an instructor and mentor with Rock the Street, Wall Street, a nonprofit organization that builds programs designed to inspire and equip high-school girls with the skills to succeed financially and potentially pursue a career in finance.

Brenna lives with her husband Will and their two daughters in New York City, where they spend plenty of time exploring the city’s wonderful parks and playgrounds. She enjoys eating at NYC restaurants, going to the theater, and reading (especially fiction). Her favorite book is Stern Men, by Elizabeth Gilbert.

Education and Credentials

  • B.A., Biological Anthropology and Anatomy, Duke University
  • Certificate, Financial Planning, New York University
  • Global Financial Planner Fellow

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.