Background
- Comprehensive Personal Planning for High-Earning Professionals (2019-Present)
- Director of Planning at Boulevard Wealth Management, Inc. (2019-Present)
- Paraplanner, Boulevard Wealth Management, Inc. (2017-2019)
- Intern, Boulevard Wealth Management, Inc. (2014-2017)
- Multi-Family Rental Property Real Estate Investing (2017-Present)
Service Role
- Plan Preparation, Analysis and Design
- Integration of Cash Flow, Benefits, Retirement, Tax, Investments, Insurance and Estate Plans
- Portfolio Optimization, Accounting and Rebalancing
- Financial Advice to Commission-Based Professionals, including Real Estate Brokers and Developers
Education
- Bachelor of Arts degree, 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 and 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.