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MassMutual financial professional.

Rodney W. Brewer, IIemail

  • Professional Story

    Rodney Brewer II is a Certified Financial PlannerTM with Charter Oak Financial, whose proud history dates back to 1886. Rodney focuses his practice on the financial planning, estate planning and budgeting needs of families, individuals, business owners and professionals.

    Prior to joining Charter Oak, Rodney worked as a financial services professional for MassMutual Albany for eight years and as a financial consultant for another financial services company for six years.

    Rodney, who grew up in the Midwest, came to the Capital District to further his education and play Division II baseball at The College of Saint Rose. He graduated in 2004 with a degree in finance with a focus in personal finance. In his spare time, Rodney is the consummate outdoorsman who enjoys fishing and boating, and spending time with his family at their camp.

    Rodney resides in Round Lake, NY with his wife and their three sons.

    Practice Areas
    • Financial Planning
    • Estate Planning
    • Budgets
    • Life Insurance
    • Retirement Planning
    • Risk + Wealth Management

    Education

    The College of Saint Rose

  • Languages:
    • English

  • Credentials:
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Charitable Giving
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education

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