BGA Financial Consulting
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Introduction: I have investment and portfolio management experience from Morgan Stanley, am currently a CFA Level 3 candidate, and have consulted in business development and financial analysis/budgeting for start up companies.
I really enjoy helping people achieve their financial goals through investment management and consulting with start up companies so they can grow efficiently through my business development, financial analysis and budgeting experience.
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Reviews
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Natasha D.
Mar 24, 2017
Brendan has been my financial consultant for over a year now, and has assisted me with multiple projects both personally and professionally. He has helped me consolidate all of my financial assets and advises me on how to invest my money to achieve my long term goals, He is very knowledgeable about the markets and wealth management, and I am very comfortable with his recommendations, Furthermore, I consult with him on my independent business that I recently started. Not only does he know how to start a business, but he also put together my business plan, created a budget & pricing model, and forecasted my growth and revenues. We speak on a regular basis about ongoing operations and he is always happy to help when I need it. His experience from Morgan Stanley and start up endeavors is very clear and brings me confidence in my financial decisions.