The Breen Team
Breen Wealth Management, LLC
Since 2009, Brian's independent advisory firm has been providing comprehensive financial planning solutions to the Petaluma community. Our team boasts over five decades of combined experience in the financial services industry, and we have one primary objective - to put clients first.
We understand the value of hard-earned wealth, which is why we cater to local Millionaires Next Door. Our "Fee-Only" fiduciary structure, combined with a highly experienced team, simplifies the complexities of wealth and enables clients to make informed decisions with confidence.
Our services are designed to meet each client's unique needs and goals. From retirement planning and investment management to tax planning, estate planning, and risk management, we offer a range of financial planning solutions. Our focus on providing objective advice ensures that clients receive unbiased recommendations specifically designed for their circumstances.
At our firm, we believe that financial security should be accessible to everyone. We take pride in making wealth management accessible and hassle-free. With our help, clients can achieve their financial goals and enjoy the peace of mind they deserve.
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™ (CFP®), 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 one of many youth sporting events.
Anthony Borba CMFC®
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
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 client scheduling, account opening, transfers, contributions and distributions, custodial account service, office management, and event coordination. It's worth noting that Denny is a proud native of Petaluma, and he maintains a strong connection to the local community.
Our Partners
