I'm a CERTIFIED FINANCIAL PLANNER with a demonstrated history of helping client families fund their life goals and achieve financial independence. When I became one of the youngest CERTIFIED FINANCIAL PLANNERs in the state of Minnesota at age 22, I set out to help BOULEVARD's client families discover their core values around money and steward the financial resources that fund their life goals. At BOULEVARD, we take our role as a fiduciary advisor to our clients very seriously. In fact, I believe that fiduciary advice is the best way to help my clients achieve their desired outcome. In a world full of distractions and things vying for your attention, you need a financial professional willing to apply a standard of care to help you reach your goals faster and more efficiently.In my role at BOULEVARD, I oversee and stress-test all financial plans and collaborate with clients on ways to uncover solutions to the multitude of employment-related and personal financial questions. Most clients I personally work with are young professionals looking to grow their wealth through whatever means necessary. More specifically, I focus on maximizing my clients' wealth through their current income-- things like income tax planning from stock options claiming strategies, investment allocation by managing portfolio volatility, and estate planning.If you're looking for a unique perspective on your financial situation, I'd love to connect for 15 minutes of "virtual" coffee.CLICK HERE TO SCHEDULE>>>>>https://calendly.com/brennanmccarthy or call me at (763) 401-4224.