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Breen Financial Management

 Tax and Wealth Management Solutions for
Business, Real Estate and Retirement

  •  Tel: 407-712-6780
  •  Toll Free: 888-633-3237
  •  Fax: 407-712-6799
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Breen Financial Management

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Financial Planning

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  3. Our Team

Our Team

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Larry Breen, CFP, CLU, ChFC

President

407-712-6780
888-633-3237
larry.breen@breenfinancial.com

I am a 30-year veteran of the insurance and financial services industries. I began my career as a marketing representative for national multi-line insurance carrier and went on to join my father’s commercial lines insurance agency, which he founded in Winter Park in 1963. It was here that I developed my affinity for working with successful business owners and became intimately familiar with the business transition and retirement challenges that family and closely held businesses face. I founded Breen Financial Management in 1996 and through the years have helped many people develop successful financial, transition and retirement plans. 

PROFESSIONAL

As a CERTIFIED FINANCIAL PLANNER™ professional I subscribe to the comprehensive financial planning process and the CFP Board of Standards Code of Ethics and Professional Responsibility.  I find my vocation to be satisfying and meaningful as I help people reach their most important goals. It has also afforded me the opportunity to create many lasting and rewarding relationships along the way.

We live in an increasingly specialized world. We have the training, know-how and technology to coordinate all of your financial and retirement planning needs.  Our approach is to work with and coordinate with the other professionals that you have in your business and in your life for the best possible outcome.

EDUCATION

Bachelor of Science, Financial Management, Clemson University, 1984
Masters of Science, Financial Planning, College for Financial Planning, 2003 - Honors Graduate

PROFESSIONAL CERTIFICATIONS

  • Chartered Life Underwriter, (CLU®), American College, 1988
  • Chartered Financial Consultant, (ChFC®), American College, 1989
  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®), College for Financial Planning, 1995
  • Master Planner Advanced Studies, (MPASSM), College for Financial Planning, 2014  

PROFESSIONAL ASSOCIATION MEMBERSHIPS

  • Financial Planning Association, 2014 President of the Financial Planning Association Central Florida 

LICENSES, REGISTRATIONS & BROKERCHECK

  • I hold the Series 6, 7, 24, 63 and 65 securities licenses; and am currently licensed in following states: Alabama, California, Colorado, Florida, Georgia, Illinois, Kentucky, Maine, Massachusetts, Tennessee and Texas. Please click on my name, Larry Breen, to access my BrokerCheck profile.
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Denice Breen

Virtual Assistant

407-712-6780
407-712-6799
888-633-3237
team@breenfinancial.com

Denice joined Breen Financial Management in 2000. She supports all company operations.

She earned her Bachelor of Science degree from the University of Maryland and her Master of Science degree from Nova Southeastern University.

 

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1515 International Parkway, Suite 1019 ​
Lake Mary, FL 32746-7633
  •  Tel: 407-712-6780
  •  Toll Free: 888-633-3237
  •  Fax: 407-712-6799
  •  team@breenfinancial.com
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Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC. Advisory services offered through Dempsey Lord Smith, LLC. Larry Breen is securities licensed in the states of AL, CA, CO, FL, GA, IL, KY, ME, MA, TN, TX, and WA. Larry Breen is insurance licensed in the states of CO, FL, and TX. He holds the Series 7, Series 24, Series 63, Series 65, life, health, and variable annuity licenses.

 

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