Brendan Sheehan, Msfp, Cfp® Email and Phone Number
Brendan Sheehan, Msfp, Cfp® work email
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Brendan Sheehan, Msfp, Cfp® personal email
Brendan Sheehan, Msfp, Cfp® phone numbers
Brendan Sheehan, Msfp, Cfp® is a Managing Director of Waymark Wealth Management at Waymark Wealth Management.
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Managing Director, Wealth AdvisorWaymark Wealth Management Aug 2013 - PresentMarlborough, Massachusetts, United StatesWaymark Wealth Management, based in Marlborough, MA, provides financial services such as comprehensive wealth management, retirement planning, behavioral finance, investment portfolio construction, education funding, insurance and risk management, tax planning strategies, charitable giving, and estate planning strategies. They are able to take clients' complex visions and distill them down to simple action plans, helping them move from where they are today to where they want to be tomorrow.MA Insurance Lic# 0G64961The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. For additional information, please visit our website at https://www.waymarkwealth.com/.The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their accuracy or completeness. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above. -
Financial AdvisorAmeriprise Financial Services, Inc. Jul 2008 - Aug 2013 -
Financial AdvisorMintz Levin Financial May 2007 - Jun 2008
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Financial AdvisorSheehan Life Planning Jun 2001 - May 2007
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Interactive Account ManagerHolland-Mark 1999 - 2001
Brendan Sheehan, Msfp, Cfp® Education Details
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Cum Laude -
High Distinction
Frequently Asked Questions about Brendan Sheehan, Msfp, Cfp®
What company does Brendan Sheehan, Msfp, Cfp® work for?
Brendan Sheehan, Msfp, Cfp® works for Waymark Wealth Management
What is Brendan Sheehan, Msfp, Cfp®'s role at the current company?
Brendan Sheehan, Msfp, Cfp®'s current role is Managing Director of Waymark Wealth Management.
What is Brendan Sheehan, Msfp, Cfp®'s email address?
Brendan Sheehan, Msfp, Cfp®'s email address is br****@****lth.com
What is Brendan Sheehan, Msfp, Cfp®'s direct phone number?
Brendan Sheehan, Msfp, Cfp®'s direct phone number is +150862*****
What schools did Brendan Sheehan, Msfp, Cfp® attend?
Brendan Sheehan, Msfp, Cfp® attended Harvard University, Bentley College - Elkin B. Mccallum Graduate School Of Business.
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