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

Larry Breen, CFP®

CLU, ChFC

Founder

Breen Financial Management, Inc.

1515 International Pkwy, Suite 1019
Lake Mary, FL 32746
FINANCIAL ADVISOR'S WEBSITE
(407) 712-6780 CONNECT WITH Larry
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General

Larry Breen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Breen Financial Management, Inc. in Lake Mary, FL and the surrounding communities.

Financial Advisor Overview

Breen Financial Management, Inc. is an independent wealth management firm dedicated to helping you achieve your financial, retirement, tax and estate planning goals. You will be working with a multi-credentialed Certified Financial Planner™ professional who brings both common sense and professional insight to your financial decision-making process.

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Financial Advisor Experience

I am a 30-year veteran of the insurance and financial services industries. Bachelor of Science, Financial Management, Clemson University, 1984 Masters of Science, Financial Planning, College for Financial Planning, 2003 - Honors Graduate

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

Centaurus Financial, Inc.

Broker-Dealer Disclaimer

Securities and advisory services offered through Centaurus Financial, Inc. Member FINRA and SIPC and a registered investment advisor. Breen Financial Management, Inc. and Centaurus Financial, Inc. are not affiliated companies.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources