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This profile was last updated on 7/18/13  and contains information from public web pages and contributions from the ZoomInfo community.

Larry Breen CFP

Wrong Larry Breen CFP?

Wealth Management

Phone: (407) ***-****  HQ Phone
Email: l***@***.com
Breen Financial Management , Inc.
1515 International Parkway Suite 1019
Lake Mary, Florida 32746
United States

Company Description: Breen Financial Management is an independent financial planning firm dedicated to helping you achieve your financial, retirement, tax and estate planning goals. We...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • undergraduate degree , Financial Management
    Clemson University
  • Masters of Science , Financial Planning
    The College for Financial Planning
152 Total References
Web References
Breen Financial Management
www.breenfinancial.com, 11 Mar 2006 [cached]
Larry Breen, CFP® is a Registered Representative with VSR Financial Services, Inc., a FINRA Registered Broker-Dealer. While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Larry Breen, CFP® is currently registered to sell securities products in in the states of AL, CA, FL, CO, GA, MD, NY and TX.
FPA of Central Florida
www.fpafla.com, 3 Feb 2014 [cached]
Larry Breen, CLU, ChFC, CFP®
FPA.FLA.EDU@BreenFinancial.com
(407) 712-6780
SBA 504 Loan Program, Commercial Real Estate Loans: MCC
www.mercantilecc.com, 17 May 2007 [cached]
- Larry Breen
Breen Financial Management
Meet Larry Breen : Breen Financial Management
www.breenfinancial.com, 3 Mar 2011 [cached]
Larry Breen is a 20-year plus veteran of the insurance and financial services industry. Larry founded Breen Financial Management in 1996 and through the years he has built a reputation as one of Central Florida's premier financial, retirement and estate planning specialists by providing sound financial advice and outstanding personal service one client at a time.
He has helped numerous business owners, professionals and retirees develop successful financial, retirement and estate plans. He finds his vocation as a CERTIFIED FINANCIAL PLANNER™ professional to be satisfying and meaningful as he helps people reach their most important goals. It has also afforded him the opportunity to create many lasting and rewarding relationships along the way.
Personally, Larry is a life long resident of Central Florida. He and his wife Denice are the proud parents of two adorable children, Thomas and Elyse. The Breens make their home in Oviedo, Florida, and are parishioners of Most Precious Blood Catholic Church. Larry and Denice enjoy spending most of their free time having adventures with their kids - at the beach, at the zoo, playing soccer, fishing and kayaking.
As a CERTIFIED FINANCIAL PLANNER™ professional Larry subscribes to the comprehensive financial planning process and the CFP Board of Standards Code of Ethics and Professional Responsibility. No stranger to hard work, he is a graduate of Clemson University with an undergraduate degree in Financial Management and an honors graduate of The College for Financial Planning where he earned a Masters of Science in Financial Planning.
He is active in the Central Florida Chapter of the Financial Planning Association (FPA) which is the premier membership association for CERTIFIED FINANCIAL PLANNER™ professionals. He is a member of the Seminole County Regional Chamber of Commerce. He is the qualifying broker for N Demand Properties, LLC and a member in good standing of the Orlando Regional Realtor Association (ORRA). He is a member of the Tenant In Common Association (TICA) which advocates the use of securitized, institutional grade real estate in highly specialized, tax deferred real estate transactions commonly known as the 1031 exchange.
Larry has been a distinguished speaker at several national real estate securities conferences; most recently, the 2004 and 2005 Private REIT Symposiums and the 2004 High Net Worth Real Estate Forum, in New York City.
...
Larry Breen, CFP® is currently registered to sell securities products in the states of AL, CA, FL, GA, KS, MD, and NY.
: Our Location
www.breenfinancial.com, 4 June 2010 [cached]
Meet Larry Breen
...
Meet Larry Breen
...
Mr. Breen holds the FINRA Series 7, 24, 63 and 65 security registrations in the states of CA, FL, GA, HI, MD, NC, NY, TN and TX. To work with residents of other states, the appropriate registration for the state you reside in must be obtained by Mr. Breen before proceeding further.
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