Brian  Breen,  CFP<sup>&reg;</sup> - Financial Advisor

Brian Breen, CFP®

Principal

Breen Wealth Management, LLC

200 Kentucky St, 2nd Fl Ste C
Petaluma, CA 94952
(707) 595-6556

General

Brian Breen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Breen Wealth Management, LLC in Petaluma, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Sudden Wealth

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