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How to Choose Financial Planning in Lake Mary, FL

By Breen Financial Management • November 12, 2025

Discover comprehensive financial planning services in Lake Mary, FL with 40 years of experience. Free consultations available for personalized strategies.

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, (MPAS®), College for Financial Planning, 2014

1515 International Pkwy Ste 1019

Lake Mary, FL 32746

Services

Financial Planning
Wealth Management
Retirement Planning
Real Estate Securities
Delaware Statutory Trust Planning

Deferred Sales Trust
Insurance Solutions
Estate And Trust Planning Advisory

Schedule A Consultation

Phone

(407) 712-6780

Location

1515 International Pkwy Ste 1019

Lake Mary, FL 32746

Hours

Mon - Fri: 9:00 am - 5:00 pm
Sat - Sun: Closed