Brenna Paananen, CFP®, CIMA®
Brenna is a senior advisor associate in Wealthspire’s Beachwood, Ohio office. In her role, she assists lead advisors in providing comprehensive financial planning services to multi-generational families.
Brenna graduated from The University of Akron in 2019 with a dual degree in financial planning and financial management and began her career with predecessor firm Walden Wealth Partners shortly after graduation. Additionally, she is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Investment Management Analyst® designation.
Outside of the office, Brenna works with The University of Akron’s Financial Planning department coaching students for financial planning competitions and volunteering in the capstone course. She was previously a board member of the Cleveland/Akron Society of Financial Service Professionals and has volunteered for various financial literacy events.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Investments & Wealth Institute® (“Institute”) f/k/a Investment Management Consultants Association® (“IMCA®”) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
