Cfp® Rodney W. Brewer II

Rodney W. Brewer II, CFP®, is a CERTIFIED FINANCIAL PLANNER™ at Charter Oak Financial since January 2018, specializing in total financial needs analysis across various areas, including advisory services, retirement analysis, estate strategies, employee benefits, business continuation, and trust services. Brewer is licensed to sell insurance in New York, Florida, and Michigan, and securities in multiple states. Prior roles include Commissioner of Lower Quads for Clifton Park Baseball League and Board Member for To Love a Child, Inc., focusing on international relief efforts. Brewer's earlier experience includes tenures as a Financial Services Professional at MassMutual Albany and a Financial Consultant at AXA Advisors. Educational background includes a Business, Financial Planning degree from The College of Saint Rose.