Brendan Nuzzo, CFP®
Relationship Manager
Department: Relationship Manager
Experience: Wealth Management since 2021
Education: Bachelor of Business Administration since 2021
Brendan joined the Modern Wealth team when OFM Wealth became Modern Wealth Management in April 2025. He passed the CFP® exam shortly before that in November 2024 and satisfied the requirements to become a CFP® Professional. He works with clients directly in a second chair capacity and has found client engagement to be particularly rewarding.
Brendan started his career interning at OFM Wealth prior to joining their team full-time after graduating from the University of Iowa in spring 2021. Primarily, his job functions include assisting the advisors in preparing for client meetings, executing trade orders, and filling in wherever he is needed.
In his free time, Brendan enjoys watching sports, relaxing with friends and family, and playing golf. He also enjoys heading up to Lake Geneva, Wisconsin in the summer to spend time around the lake, even though he doesn’t enjoy going out on the water.