Brendan D. Sheehan,  CFP<sup>&reg;</sup> - Financial Advisor

Brendan D. Sheehan, CFP®

MSFP

Managing Director 54.04 Miles

Waymark Wealth Management

11 Apex Dr, Suite 300A
Marlborough, MA 01752
FINANCIAL ADVISOR'S WEBSITE
(508) 621-5621

General

Brendan Sheehan is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Waymark Wealth Management in Marlborough, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - MSFP (Master of Science in Financial Planning)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Government & Military, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes

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