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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

Planning Specialties

Kelsey works primarily with professionals and pre-retirees. She helps her clients make confident, informed financial decisions both before and during retirement. She has experience working with government employees (social security & pension benefit planning), self-employed individuals, and professionals with employer stock plans (Stock Options, RSUs, ESPP, etc.).

Additional Information

Kelsey graduated from Bentley University with a Bachelor of Science in Managerial Economics and a concentration in Finance. She also completed an integrated double major in Global Perspectives. She is a CERTIFIED FINANCIAL PLANNER™ professional and is currently working to obtain her enrolled agent (EA) credentials. Kelsey enjoys staying active within the financial planning community. In addition to the XY Planning Network, she is a member of the Northeast/Mid-Atlantic regional board of the National Association of Personal Financial Advisors (NAPFA). When she is not in the office she enjoys traveling, doing yoga, and listening to Audiobooks. Two of her favorite travel destinations are Scotland and Japan!

NAPFA Start Date

July 28, 2020

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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.
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Visit Website Download vCard
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.

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This Office

270 Littleton Rd Ste 19 Westford, MA 01886-3524 Phone: (978) 577-6025
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