ADVISORY BACKGROUND

Comprehensive Personal Planning for affluent families

Paraplanner, Boulevard Wealth Management, Inc.

Intern, Boulevard Wealth Management, Inc.

Family Real Estate Investing 

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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

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EDUCATION

Bachelor's of Arts, University of St. Thomas

CERTIFIED FINANCIAL PLANNER™ Curriculum

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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.