Kelsey Brennan (CFP®)

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
NAPFA Start Date
July 28, 2020