James Brennan's Location
Washington, DC, US
James Brennan's Work
- CEO and Director of Financial Planning @ 1 North Wealth Services
- Owner @ Goal Focus - "Fee Only Financial Planning"
- Fee Only CFP @ Retirement & Education Group
- Retirement Plan Specialist @ Charles Schwab
James Brennan's Education
- The American College
Financial Planning Certification (Financial Planning and Services)
1997 - 1999 - University of Scranton, Jesuit
BS (PS Statistics, Psychology)
1984 - 1988
James Brennan's Skills
- Leadership
- Estate Planning
- Financial Advisory
- Planning
- Financial Planners
- Public Speaking
- Accounting
- Cash Flow
- Retirement Income Strategies
- Retirement Planning
James Brennan's Summary
James Brennan, based in Washington, DC, US, is currently a CEO and Director of Financial Planning at 1 North Wealth Services, bringing experience from previous roles at Goal Focus - "Fee Only Financial Planning", Retirement & Education Group and Charles Schwab. James Brennan holds a 1997 - 1999 Financial Planning Certification in Financial Planning and Services @ The American College. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Planning, Financial Planners and more, James Brennan contributes valuable insights to the industry. James Brennan has 3 emails on RocketReach.
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