CSJ Capital LLC

As financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions.

HistoryI 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.SpecialtiesAt 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.