BRENDA ELL

As a Certified Exit Planning Advisor (CEPA®) Brenda works closely with her business owner clients and their extended teams to create a tailored exit strategy. Using the knowledge she gained earning her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation she creates and implements comprehensive financial plans that consider her clients’ specific needs, goals, and complexities. Her commitment to creating optimal tailored solutions, coupled with her in-depth knowledge of Morgan Stanley’s financial planning tools, is valuable to clients during all stages of wealth creation, distribution, and transfer. With her passion for analysis and problem solving, she keeps up to date on new technologies and resources and applies these skills to the overall wealth management strategy she implements with clients.

Brenda graduated with honors from Sonoma State University and received a Bachelor of Science in finance. Brenda holds the Certified Private Wealth Advisor® (CPWA®) certification, taught in conjunction with The University of Chicago Booth School of Business.

Brenda participates in the mentor/mentee program at Sonoma State University where she mentors students majoring in finance. She also regularly returns to Sonoma State University and talks to seniors majoring in finance about gaining employment after graduation.

With a passion for her community and helping others, Brenda joined the Santa Rosa Women for Good where she regularly attends gatherings with other likeminded women who volunteer and donate to various charities each quarter.

In Brenda's spare time you can find her hiking, gardening, cooking, and working on fitness goals.

As a Certified Exit Planning Advisor (CEPA®) Brenda works closely with her business owner clients and their extended teams to create a tailored exit strategy. Using the knowledge she gained earning her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation she creates and implements comprehensive financial plans that consider her clients’ specific needs, goals, and complexities. Her commitment to creating optimal tailored solutions, coupled with her in-depth knowledge of Morgan Stanley’s financial planning tools, is valuable to clients during all stages of wealth creation, distribution, and transfer. With her passion for analysis and problem solving, she keeps up to date on new technologies and resources and applies these skills to the overall wealth management strategy she implements with clients.

Brenda graduated with honors from Sonoma State University and received a Bachelor of Science in finance. Brenda holds the Certified Private Wealth Advisor® (CPWA®) certification, taught in conjunction with The University of Chicago Booth School of Business.

Brenda participates in the mentor/mentee program at Sonoma State University where she mentors students majoring in finance. She also regularly returns to Sonoma State University and talks to seniors majoring in finance about gaining employment after graduation.

With a passion for her community and helping others, Brenda joined the Santa Rosa Women for Good where she regularly attends gatherings with other likeminded women who volunteer and donate to various charities each quarter.

In Brenda's spare time you can find her hiking, gardening, cooking, and working on fitness goals.