On November 8, Brian C. Kelleher, CFP®, will be a featured panelist on pursuing a career in financial planning at the Financial Planning Association of Massachusetts’ Financial Planning Career Night at Boston University. He will discuss the realities of working in the financial services field and helping students to discover if it might be the right career path for them.
The Financial Planning Association® of Massachusetts helps people improve their lives by emphasizing the benefits of financial planning. Our vision is furthered through a professional code of ethics, continuing professional education and philanthropic community involvement.
Prior to joining the firm in 2014, Brian worked at UBS Wealth Management. In his role at UBS, he worked with High Net Worth clients primarily in the on-boarding and relationship management processes. Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner and graduated Magna Cum Laude from Bentley University with Bachelor of Science degrees in Corporate Finance & Accounting and Global Perspectives. While at Bentley, Brian was Vice-President of Delta Kappa Epsilon, and planned multiple large scale charitable events that raised thousands of dollars for breast cancer research through the Ellie Fund. He was also involved in the Bentley Green Society and participated actively to improve sustainability efforts and awareness throughout campus. Learn more about Brian C. Kelleher.