Kelsey Brennan (CFP®, EA)
Kelsey Brennan focuses in the
following client markets or areas of practice:
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Hollistic financial planning, retirement income strategy (social security/pension collection timing & withdrawal strategy), advanced tax planning, college planning, building wealth, employer stock plan strategy.Additional Information
Kelsey Brennan is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to helping her clients achieve their financial goals. She has 10+ years of experience working with individuals as they plan for retirement and navigate through other complex financial decisions. Combining her financial expertise and tax knowledge, she helps her clients feel confident about their investment decisions and financial plan. Kelsey has a Bachelor of Science in Managerial Economics and a concentration in Finance from Bentley University. She is a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent. She is an advocate of the fee-only financial planning profession and is a member of the Northeast/Mid-Atlantic regional board of the National Association of Personal Financial Advisors (NAPFA).NAPFA Start Date
July 28, 2020
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.