Brendan Farrelly

  • 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

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Contact Brendan

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MassMutual Pacific Coast

Main Office

4275 Executive Square Suite 400
La Jolla, CA 92037

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