Comprehensive Personal Planning for affluent families
Paraplanner, Boulevard Wealth Management, Inc.
Intern, Boulevard Wealth Management, Inc.
Family Real Estate Investing
Plan preparation, analysis and design for affluent famlies.
Integration of Cash Flow, Benefits, Retirement, Tax, Investments, Insurance and Estate Plans
Portfolio Optimization, Accounting and Rebalancing, Trades Support
Bachelor's of Arts, University of St. Thomas
CERTIFIED FINANCIAL PLANNER™ Curriculum
CFP® Certificant, CFP Board, Inc.
Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor. Insurance Services through Boulevard Wealth Management, LLC (dba BOULEVARD), A Licensed Insurance Agency. Brennan McCarthy, CFP® does not offer tax or legal advice. Please consult the appropriate advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.