Brendan Sheehan, Msfp, Cfp®

Brendan Sheehan, Msfp, Cfp® Email and Phone Number

Managing Director of Waymark Wealth Management @ Waymark Wealth Management
Brendan Sheehan, Msfp, Cfp®'s Location
Marlborough, Massachusetts, United States, United States
Brendan Sheehan, Msfp, Cfp®'s Contact Details

Brendan Sheehan, Msfp, Cfp® work email

Brendan Sheehan, Msfp, Cfp® personal email

n/a

Brendan Sheehan, Msfp, Cfp® phone numbers

About Brendan Sheehan, Msfp, Cfp®

Brendan Sheehan, Msfp, Cfp® is a Managing Director of Waymark Wealth Management at Waymark Wealth Management.

Brendan Sheehan, Msfp, Cfp®'s Current Company Details
Waymark Wealth Management

Waymark Wealth Management

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Managing Director of Waymark Wealth Management
Brendan Sheehan, Msfp, Cfp® Work Experience Details
  • Waymark Wealth Management
    Managing Director, Wealth Advisor
    Waymark Wealth Management Aug 2013 - Present
    Marlborough, Massachusetts, United States
    Waymark 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.
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Jul 2008 - Aug 2013
  • Mintz Levin Financial
    Financial Advisor
    Mintz Levin Financial May 2007 - Jun 2008
  • Sheehan Life Planning
    Financial Advisor
    Sheehan Life Planning Jun 2001 - May 2007
  • Holland-Mark
    Interactive Account Manager
    Holland-Mark 1999 - 2001

Brendan Sheehan, Msfp, Cfp® Education Details

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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