Brendan Gallagher CFP

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United States
Mansfield, MA
Brendan Gallagher CFP

I joined Pinnacle Investments, LLC (member FINRA/SIPC) in 2019, after several years at a large investment firm.

My practice is built on holistic wealth management and I believe that a financial plan is the first step towards a successful financial life.

04/25/2026

Here's what savvy investors should know

04/18/2026

Here's what you need to know

04/11/2026

Here's what savvy investors took away from Q1

01/24/2026

Here's what you need to know

01/17/2026

Here's what savvy investors took away from 2025

01/02/2026

Here's what can really make retirement better.

10/06/2025

Social Security benefits can start at 62, but is that really the best move? The timing of your claim could mean thousands more (or less) over your lifetime. Learn when it might make sense to start.
👉 Read more: https://brendanryangallagher.com/when-to-start-claiming-social-security/

09/02/2025

The S&P 500 is soaring, but is it true growth or a bubble fueled by AI hype? Learn what today’s high valuations mean for your portfolio and how to stay invested with confidence.

🔗 https://brendanryangallagher.com/is-the-stock-market-overvalued-in-2025-ai-optimism-p-e-ratios-and-what-investors-should-do/

08/20/2025

We broke down markets into a 5-minute read

08/14/2025

Whether you are approaching retirement or already there, it’s important that your financial plan accounts for the impact of inflation. Click here to learn more about how inflation can impact your retirement: https://brendanryangallagher.com/is-your-nest-egg-built-to-beat-inflation/

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Mansfield, MA
02048

Website

https://brendanryangallagher.com/

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