For over three decades, Breen Financial Management has provided trusted financial planning services to families and businesses across Central Florida's thriving communities. As a CERTIFIED FINANCIAL PLANNER™ professional with advanced credentials including CLU®, ChFC®, and MPAS®, we bring unparalleled expertise to your financial goals.
Our comprehensive approach combines decades of hands-on experience with cutting-edge financial strategies tailored to each client's unique situation.
At Breen Financial Management, we believe in building lasting relationships through transparent communication, personalized service, and unwavering commitment to your financial success.
See why Central Florida families trust Breen Financial Management.
Our Story
We established Breen Financial Management to provide Central Florida residents with sophisticated financial planning backed by extensive professional education and real-world experience. Our journey began with earning the Chartered Life Underwriter designation in 1988, followed by advanced certifications that demonstrate our dedication to excellence. Over the years, we've grown through referrals and the confidence of clients who value our thorough, personalized approach to financial planning. From young professionals starting their careers to established families planning for retirement, we've guided countless individuals toward financial security.
From the oak-lined streets of historic Sanford to the modern developments in Heathrow and the lakefront communities of Sorrento, we understand the diverse financial needs across Central Florida's unique neighborhoods. Each area presents distinct opportunities and challenges that we navigate with local insight and professional expertise.
We're proud to serve homeowners, business owners, and retirees throughout Lake Mary, DeBary, Longwood, Osteen, Wekiwa Springs, and Geneva, helping our community build stronger financial foundations.
Discover how our expertise can benefit your financial future.
Our team combines extensive professional credentials with genuine care for each client's financial wellbeing. We take time to understand your goals, concerns, and aspirations, creating customized strategies that evolve with your changing needs.
Why Customers Trust Us
Over 30 years of financial planning experience with multiple advanced certifications
Proven expertise
CLU®, ChFC®, CFP®, and MPAS® designations demonstrating ongoing professional development
Comprehensive credentials:
Local knowledge:Deep understanding of Central Florida's economy, housing market, and retirement landscape
Local knowledge:
Individual attention and customized financial strategies for each client
Personalized service:
Commitment to guiding clients through all life stages and financial transitions
Long-term relationships:
Your financial future deserves the attention of a seasoned professional. With extensive credentials and decades of local experience, Breen Financial Management is ready to help you achieve your goals. We deliver personalized strategies designed for long-term success, and you can feel confident choosing our proven expertise. Contact us today to begin planning your financial future in Central Florida.