Brendan Farrelly

Credentials:
  • CFS®

Focus: Insurance Strategies, Business Owners, Business Succession Planning, Financial Education, Estate Planning, Risk Management Strategies, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Investment Strategies, LGBTQ, Group Benefits

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Community Involvement

Board Member of ElderHelp of San Diego

See Brendan’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Brendan

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MassMutual Pacific Coast

Main Office

4275 Executive Square Suite 400
La Jolla, CA 92037

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CRN202008-234829