Melvin  Brenner,  CFP<sup>&reg;</sup> - Financial Advisor

Melvin Brenner, CFP®

CPA/PFS,

Melvin Brenner, CPA/PFS, CFP®

1904 Briggs Rd
Silver Spring, MD 20906-3310
FINANCIAL ADVISOR'S WEBSITE
(301) 942-4003

General

Melvin Brenner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Melvin Brenner, CPA/PFS, CFP® in Silver Spring, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - RIA, CRPC, CSA, L&H Insurance Licensed, Ser 7 & 66

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

Avantax Investment Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth

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