Brendan L. Collins, CFA®

Brendan Collins brings over twenty-five years of capital markets and portfolio management experience to helping his clients pursue wealth and financial planning goals.

Prior to joining Frehner Wealth Management, Brendan helped individuals and families as a Financial Advisor with Morgan Stanley Wealth Management. Preceding his time with Morgan Stanley, Brendan spent twelve years as a Portfolio Manager with Pacific Life Insurance Company, managing over $40 billion in assets.  A few of his core responsibilities were:

• Developing asset allocation and portfolio strategy.
• Analyzing and purchasing securities, including a various types of fixed income and alternative investments.
• Monitoring portfolio performance and implementing risk management safeguards and controls.

Brendan also served five years at PIMCO as a Senior Associate in their Portfolio Management group.  In 2000, he completed one of the most prestigious and rigorous programs of study in the industry, earning the Chartered Financial Analyst® designation.  He earned his degree in business from California State University at Fullerton, with an emphasis in finance.  

After spending two years in the early 1990’s working to recover assets for victims of the ACC/Lincoln Savings securities fraud, Brendan knows how important it is to conduct his business with integrity, transparency and a strong sense of loyalty.  He seeks to educate clients on financial markets and form behaviors that will assist clients as they make their way down their financial path, moving from working life (accumulation phase) through retirement (distribution phase).

Brendan is a sports enthusiast and spends much of his free time watching his two sons playing baseball, golfing, mountain biking and snowboarding.  He spent five years as an Executive Committee Board Member and Chief Umpire for his local Little League®.  Brendan enjoys golf, both watching and playing many of his favorite courses in the northwest on beautiful tree-lined and mountain courses.

Brendan and his wife are Ambassador Members of the Orangewood Children’s Foundation and support Casa Teresa, an organization devoted to helping young, single mothers.

To contact Brendan, please call him directly at (949) 630-0301, e-mail him at brendan@frehnerwealth.com, or visit our website at www.frehnerwealth.com.