Brenda Potter Phelan
Certified Financial Planner - Financial, Retirement, Estate and Tax Planning @Silver Compass
Signup · Get unlimited contacts
WORK HISTORY
Certified Financial Planner - Financial, Retirement, Estate and Tax Planning @Silver Compass
Good financial advice is more important than ever. My background as a CPA and Certified Financial Planner for a few decades enables me to help clients become more informed, empowered, and proactive about their financial lives. I am passionate about improving the financial wellbeing and financial peace of mind for clients and their families which starts with a personal financial plan that we review and monitor regularly. A personal financial plan is like a road map to help you get to where you want to go financially to meet your financial goals. It can answer many of the questions that would otherwise keep you up at night. Estate planning and estate organizing is a lasting gift for loved ones no matter how large your estate is. Let me know if I can assist you with your financial/estate/tax matter no matter your age or net worth; I would be happy to help.
EDUCATION
York University - Glendon College
BA
SKILLS
ABOUT BRENDA POTTER PHELAN
Life is BUSY. Financial stress is high and financial decision making can be overwhelming.…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.