Larry Breen Email & Phone Number
Certified Financial Planner™ (CFP®) @ Breen Financial Management
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Larry Breen Location
- Lake Mary, FL, US
Larry Breen Work
- 1996 -now Certified Financial Planner™ (CFP®) @
- 1986 -1996 Certified Financial Planner™ (CFP®), CLU, ChFC, CPCU @ Larry Breen & Associates
- 1984 -1986 Marketing Representative Financial Services @
Larry Breen Education
- College for Financial Planning
Master Planner Advanced Studies℠ (MPAS®)
2000-2003 - College for Financial Planning
(Certified Financial Planner™ (CFP®))
1995-1995 - The American College of Financial Services
(Chartered Life Underwriter (CLU®))
1988-1989 - The American College of Financial Services
(Chartered Financial Consultant (ChFC®))
1988-1989 - Clemson University
Bachelor of Science (Financial Management)
1980-1984
Larry Breen Skills
- Marketing Communications
- Insurance
- Retirement
- Microsoft Excel
- Financial Planning
- Investment Advisory
- CRM
- Estate Planning
- Wealth Management
- Finance
- Financial Advisory
- Marketing
- Investments
- Securities
- Marketing Strategy
- Project Management
- Investment Management
- Financial Analysis
- Public Speaking
- Retirement Planning
- Tax
- Strategic Financial Planning
- See 2+see Less
- Financial Services
- Strategic Financial
Larry Breen Summary
- Larry Breen, based in Lake Mary, FL, US, is currently a Certified Financial Planner™ (CFP®) at Breen Financial Management. Larry Breen brings experience from previous roles at Larry Breen & Associates and Travelers Insurance. Larry Breen holds a 2000 - 2003 Master Planner Advanced Studies℠ (MPAS®) @ College for Financial Planning. With a robust skill set that includes Marketing Communications, Insurance, Retirement, Microsoft Excel, Financial Planning and more.
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