Brendan Daly
Wealth Management Advisor | Client Advocate | Empowering Professionals To Create Grow and Keep Their Wealth
- Role
- Financial Planner at Vista Wealth
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Brendan Daly
When my father passed away early on, my mother became my motivation to serve others. Beforestepping into this career, retirement seemed out of reach for her. There are too many stresses in lifeand there are so many things vying for one\'s attention. It can be so difficult to plan for the futurewhen you\'re too busy trying to deal with the here and now. After becoming an experienced financialprofessional, my mom and I succeeded in paving a clear path to her retirement. To this date,empowering my mom has been the greatest gift given to me since entering this field. It made mewell-suited to execute my life-long mission of empowering others financially.At Cane Financial Group, we take a comprehensive and holistic approach with our clients\' futuresand finances. We always keep in mind how these affect each other and use this knowledge to createa plan that will work best for everyone involved - making it possible to work toward financial goalswhile still being content in the life you live today.Growing up in Doylestown, PA I have always had a deep appreciation for the region which helps meforge strong connections with the local small-business owners, individuals & families. My backgroundas a CPA and former tax consultant at Deloitte in Philadelphia helped me grow a working knowledgeof the accounting & tax compliance around large private equity funds, individuals, partnerships & corporations. Leveraging my understanding of how taxes impact business, I aim to propel aconsiderable sum of value for individuals, families & business owners.Areas of focus: Wealth Management, Retirement, Business Owner Consulting, Strategic AssetAllocations for Short- and Long-term Investment Strategies (Advisory, Brokerage, Managed), IncomeTax Planning, College Education Planning, Life, Long Term Care & DisabilityInsurance Licenses and disclosures: https://financialprofessionals.massmutual.com/brendan-daly#CRN20••••••••69
Experience
Financial Planner
Oct 2022 — Present · Horsham, PA, US
Education
Fox School of Business at Temple University
Bachelor's degree, Accounting
2018
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