Brendan Connelly

Vice President, Wealth Advisor, CFS®
Toll Free:
877-373-9934
Local:
772-249-2265
Cell:
608-227-6000
Fax:
772-212-7634
Address:
584 NW University Blvd
Suite 711
Port St. Lucie
FL 34986

Client Services Specialist

Rochelle Jornacion

Phone: 949-428-0450

Brendan Connelly is a Vice President and Wealth Advisor (Series 65) at Index Fund Advisors, Inc. and has been with the firm since 2004.

He specializes in long-term investment planning for a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.

Brendan earned his undergraduate degree from Central Connecticut State University in 1987 and is a Certified Fund Specialist (CFS®), the oldest certification program in the mutual fund industry. He and his family live in Port St. Lucie, Florida. Outside of work and family, he enjoys sailing, skiing, and walking his dogs, Herman and Greta.

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity