Brendan Pheasant, CFP®, ChFC®
Brendan Pheasant joined the Kahler Financial team in September 2022 as a CERTIFIED FINANCIAL PLANNER ™ practitioner and a Chartered Financial Consultant®.
Brendan graduated from Lamar University and is a true lifelong learner. He started his career as a commission-based financial representative in 2007. In pursuit of ways to better serve his clients, he discovered comprehensive financial planning. He obtained his CFP® and ChFC® designations in 2016 and moved to a new firm to do comprehensive financial planning. Brendan saw a night and day difference but noticed that even clients who were on track for all of their goals struggled to stay the course during tumultuous times or major life transitions. Knowing something was missing, he decided to pursue a graduate certificate in life-centered financial planning and then a Ph.D. in personal financial planning from Texas Tech University. Brendan is passionate about finding ways through the financial planning process to support human needs and well-being to help clients flourish and live their best lives.
Lamar University, Texas Tech University
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant®
- Board games