Breen Financial Management

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1515 International Pkwy Ste 1019
Lake Mary, FL 32746
+1 (407) 712-6780
https://www.breenfinancial.com

History

I am a 30-year veteran of the insurance and financial services industries. I began my career as a marketing representative for national multi-line insurance carrier and went on to join my father's commercial lines insurance agency, which he founded in Winter Park in 1963. It was here that I developed my affinity for working with successful business owners and became intimately familiar with the business transition and retirement challenges that family and closely held businesses face. I founded Breen Financial Management in 1996 and through the years have helped many people develop successful financial, transition and retirement plans.

Specialties

At Breen Financial Management, we work hard to guarantee your satisfaction with our Lake Mary, FL Financial Services. It is the attention to detail and proactive attitude that sets us apart from the competition.

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Breen Financial Management

Your financial security deserves a strategic approach that grows with Central Florida's dynamic economy. With four decades of industry experience and advanced credentials including CFP® and ChFC®, we create comprehensive financial planning and wealth management plans that address your unique circumstances. Whether you're a business owner in Heathrow's professional corridor or planning retirement in Lake Mary's established neighborhoods, you'll receive personalized attention that puts your interests first.
United States›Florida›Lake Mary›Breen Financial Management