Bryan Minogue (CFA, CFP®)

Bryan Minogue focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Millennials

Tax Planning

Planning Specialties

I founded Kardinal Financial to leverage my experience and passion to serve growing families, and to do so in an honest, independent, and fiduciary setting. I know the impact financial stress can have on a family and strive to replace this uncertainty with confidence. Every aspect of Kardinal Financial - from the technology to the meeting framework to the fees – has been crafted to serve my clients' best interests. It's the financial planning service and approach I am proud to provide.

I have over a decade of experience in financial services. My experience includes serving as the Director of Investment Research at a $2.5 billion wealth management firm and serving as an investment portfolio manager to individuals and families. I have obtained the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. I continue to expand my skillset through industry associations and relentless self-study of articles, podcasts, and books.

Additional Information

I live in Madison, WI with my wife, Maggie, and kids (Rose & Calvin). In my spare time I enjoy spending time with family and friends, getting outside, taking long walks with a good podcast, watching soccer (Manchester United), and hanging out on Peloton (ride with me: miggsy).