Meet
Brendan Gallagher,
CFP®
Brendan was born and raised in Dublin, New Hampshire, attended Colby College in Maine and now splits his time between Massachusetts and the Seacoast with his Wife, Nicole and their dog, Lily.
Brendan joined the financial advice industry in 2015 and earned the Certified Financial Planner (CFP®) designation in 2018. His practice is designed to provide peace of mind through specialized financial advice and consistent communication as clients work towards and enjoy retirement. His greatest joy is getting to know his clients and their families. Outside of the office, Brendan enjoys staying active through Brazilian jiu-jitsu and running with Lily.
Who We Serve
Those thinking about retirement and financial freedom.
We specialize in helping you find the path to a “work-optional” life
People looking for a Financial Professional.
Our clients realize that they will only retire once and want expert guidance to make sure they get it right.
Good people.
Whether you are looking for a collaborative ally, or want to delegate your financial planning so that you can focus on other things, mutual respect is essential.
Life Outside the Office
