Commonwealth Financial Group
Brendan O'Sullivan is an accomplished financial planner currently employed at Commonwealth Financial Group since December 2023. Prior experience includes roles as a Supply Chain Planner II at Coca-Cola Consolidated from January 2022 to December 2023, and as a Demand Planning Analyst at MacLean Power Systems from August 2020 to January 2022. Brendan's career began with an internship as a Financial Analyst at Commonwealth Financial Group in 2018, where analytical skills in data manipulation and Excel were honed to support financial advisory teams. Brendan holds a Bachelor of Science degree in Supply Chain Management from Clemson University (2016-2020) and a high school diploma from Boston College High School (2012-2016).
Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.