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BRENNAN MCCARTHY, CFP®

brennan@blvdwealth.com

(877) 664-2583 xt.901

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ADVISORY BACKGROUND

Comprehensive Personal Planning for affluent families

Paraplanner, Boulevard Wealth Management, Inc.

Intern, Boulevard Wealth Management, Inc.

Family Real Estate Investing 

SERVICE ROLE

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

EDUCATION

Bachelor's of Arts, University of St. Thomas

CERTIFIED FINANCIAL PLANNER™ Curriculum

DISTINCTIONS

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.

  

Eden Prairie Office

6500 City West Pkwy #325

Eden Prairie, MN 55344

(877) 664-2583

Edina Office

6800 France Ave. S. #120

Edina, MN 55435

(877) 664-2583 xt 501

Rosemount Office - NEW!

15225 Carrousel Way #7

Rosemount, MN 55068

(877) 664-2583 xt 801

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