Brian Breen CFP®, CEPA
Brian's extensive experience in providing comprehensive financial planning and investment management to high-net-worth individuals began in 2003. His career started as a financial advisor working for some of the largest banks, brokerage, and insurance companies. After seeing firsthand the conflict of interest and lack of transparency toward investors, he founded his independent fiduciary firm in 2009 at the age of 32.
Brian graduated with a Bachelor of Science in Business Management from Sonoma State University and currently holds the designations of CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor (CEPA), and Investment Advisor Representative (IAR). Active within the Petaluma community, he was a past board member and is the current Chair of the Investment Advisory Committee for the Petaluma Educational Foundation. He is also a participating member of the Petaluma Rotary Club and numerous other community non-profits. In 2014, he was honored by the North Bay Business Journal as a "Forty under 40" recipient for outstanding professional leadership and community involvement. Brian and his wife Stephanie, a Registered Nurse, enjoy life in Petaluma with their three active sons. He can be found at either the office or the gym.
Anthony Borba CMFC®
Client Advisor
Since his arrival at our firm in 2015, Anthony has distinguished himself as a reliable and knowledgeable advisor to our clients. In his capacity as an Investment Advisor Representative (IAR), he provides valuable guidance on personal financial planning and investment portfolio management. Anthony oversees critical aspects of the firm's operations, including portfolio management technology, trading, cash management, and portfolio rebalancing. A native of Petaluma, he obtained his Bachelor's degree from Sonoma State University after graduating from Petaluma High School. Moreover, Anthony has achieved the prestigious Chartered Mutual Fund Counselor (CMFC) designation from the College of Financial Planning.
Denny Russo
Client Concierge
Ever since Denny took on the role of "Client Concierge" for Brian's firm in 2012, he has been a vital contributor to enhancing the overall experience of our valued clients. With an impressive track record of over 20 years in the Financial Services industry, Denny has a deep-rooted passion for ensuring that all client needs are met with exceptional service. As the concierge, Denny serves as the face of the firm by being the first and last point of contact for clients when they visit our office. His responsibilities include managing new client onboarding, account opening, transfers, contributions and distributions, custodial account service, and office management. It's worth noting that Denny is a proud native of Petaluma, and he maintains a strong connection to the local community.
Bree Harris
Executive Assistant
Bree joined the team in 2026 as Executive Assistant. In her role, she supports the firm's day-to-day operations through client communication, scheduling, meeting coordination, workflow management, and administrative support. Working closely with Brian and the team, Bree helps ensure clients receive the personalized attention and high level of service they have come to expect from Breen Wealth Management. Her focus on organization, communication, and operational efficiency allows the team to remain responsive while continuing to deliver a boutique client experience. Bree resides in Arizona with her husband and young children. Outside of work, she enjoys spending time with her family and being involved in her local community.
Andrew Davainis
Support Advisor
Andrew joined Breen Wealth Management in 2026 as a Support Advisor and Investment Advisor Representative (IAR). He is part of the firm's advisor development program and works closely with the team, supporting the financial planning process, client service, and day-to-day operations while developing the knowledge and experience needed to become a trusted financial advisor. A Petaluma High School graduate, Andrew earned his Bachelor's degree in Business Finance from San Diego State University. Prior to joining Breen Wealth Management, he worked with a wealth management firm in Southern California, where he gained experience supporting advisors and serving clients. Outside of the office, Andrew enjoys spending time with family and friends, staying active, and taking advantage of everything Sonoma County has to offer.
Our Partners
