Breen Wealth Management, LLC is a “Fee-Only” Registered Investment Advisory (RIA) firm dedicated to providing individuals and families with a wide array of investment advisory services. As our client’s fiduciary, our mission is to provide a refreshing alternative to the financial advising experience. With over three decades of combined experience in the financial services industry, our team has concluded that clients need to be treated differently. They don’t deserve to be treated as a number. This is why we focus on providing each of our clients with hands-on personal, private, wealth management. To accomplish this we stand by our core values of Independence, Community, Family, Teamwork, Innovation, and Proactive Planning.
We believe our “fee-only” fiduciary structure, team approach, and high caliber of experience brings added strength to advising and managing investments for high net worth families and individuals.
Brian Breen, CFP®
CERTIFIED FINANCIAL PLANNER™
Brian has owned and operated an independent advisory firm since 2009. He brings over 14 years of experience providing comprehensive financial planning and investment management to high net worth individuals and families within the community. He takes a personalized approach as he educates clients to understand and implement investment strategies that are consistent with their life goals. Brian encourages and truly enjoys meeting with clients face to face throughout the year.
Brian graduated with a B.S. in Business Management from Sonoma State University and holds the designation of CFP®. He has previously worked as a Financial Advisor for Wachovia Securities, Atlas Securities, and MetLife Financial Services. In 2014 he was honored by the North Bay Business Journal as a “Forty under 40” recipient for outstanding professional leadership and community involvement.
Currently Brian is a board member for the Petaluma Educational Foundation and an active member of the Petaluma Rotary Club, the Petaluma Chamber of Commerce, Boys and Girls Club, and Native Sons of the Golden West. He and his wife, a Registered Nurse, enjoy life with their three young boys living in a historic Petaluma home that has been in the family for four generations.
Lead Client Concierge
As our LEAD CLIENT CONCIERGE, Denny plays an important role in setting the tone for the organization and leads the team dedicated to servicing all our clients’ needs. He is the first person and last person clients see when they are in our office. Denny joined Brian in 2012 after developing his passion for extraordinary client service in Financial Services for over 15 years.
The Client Concierge Team is instrumental in making sure our clients have a positive experience. With overall responsibility for delivering extraordinary client service. The team’s responsibilities range from client scheduling to custodial account service.
Anthony Borba CMFC®
Anthony is responsible for assisting Brian in conducting investment research and tracking ETF’s and mutual funds. Born and raised in Petaluma, Anthony graduated from Petaluma High School and earned a Bachelors degree from Sonoma State University. He has also been granted the Chartered Mutual Fund Counselor (CMFC) designation through the College of Financial Planning. Through the years, Anthony has developed a strong connection and commitment to the community that aligns perfectly with our ideals and mission.