Brendan Gallagher


Financial Advisor
Chartered Retirement Plan Counselor SM (CRPC SM ); Series 7 and 66 registrations; 2 Bronze Star Medals, Army Commendation Medal with a “V” device for Valor, U.S. Army Special Forces, Afghanistan 2009, 2010, 2011

Experience: 8 years

Education Bachelor of Science in Finance, Saint Vincent College

Specialty Areas: Investment Planning and Portfolio Design

“I build deep relationships with my clients because I take the time to understand their values and life goals. Together we develop and implement an actionable plan to help turn their dreams into a reality by providing objective and timely financial guidance, delivered with utmost integrity, discipline, and the highest level of professional service. ”