Brendan P. Speers, AIF®, CPFA

Partner | Director of Retirement Plan Services at Legacy Planning Partners
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • Nonqualified Plan Advisor (NQPA)
    American Retirement Association
    May, 2020
    - Nov, 2024
  • Certified Plan Fiduciary Advisor (CPFAᵀᴹ)
    National Association of Plan Advisors
    Aug, 2016
    - Nov, 2024
  • Accredited Investment Fiduciary (AIF)
    Fi360, a Broadridge company
    Feb, 2013
    - Nov, 2024

Experience

Education

  • Duquesne University
    Bachelor of Science in Business Administration, Business Administration and Management, General
    2003 - 2009
  • Canisius High School
    Diploma
    1999 - 2003

Community

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