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Brendan Dooley, CFP®, CRPC®

Financial planning for stock compensation and self-employment

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Meaningful Wealth Management LLC Brendan Dooley, CFP®, CRPC®
Philadelphia, Pennsylvania

Serving Clients Nationwide

Financial planning for stock compensation and self-employment

Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Owning a Business
  • Side Hustles

About Me

Hey! I'm Brendan Dooley.

I'm so glad you're here. You're obviously in the market for a financial planner, and I'm pumped for you.

I try my darndest to make the financial planning process engaging, fulfilling, and most importantly, to not feel like I'm barfing (barking?) information at you. That's no fun.

Instead, I want you to feel like you have a teammate to make big decisions with.

I think my value to you can be broadly categorized into two buckets.

The first is the technical stuff. Income limits, tax minimization, portfolio management, etc. But this is kinda table stakes for anybody that's competent.

I think the second bucket is much more valuable. And that comes from our work together. I hope to help you feel more confident in your financial future by entertaining all of your worst nightmares, wildest dreams, and everything in between. I want you to feel like you know what happens if that "thing" that keeps you up at night happens. No more googling for random answers that aren't entirely applicable to your life. No more asking friends and family. Answers for you based on your situation. Let's walk through all those "what if's," and see if that doesn't make you breathe alllllllll the sighs of relief.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Retirement Planning Counselor (CRPC)

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Philadelphia, Pennsylvania, 19146

Meeting Options

  • Video Conference
  • In-Person

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

I'm so excited to meet you. And this isn't like meeting a partner's parents for the first time. There's no need to bring anything. Matter of fact, I go out of my way to avoid talking about income, assets, net worth, etc. on the first call. I want to get to know you, what you're looking for in a financial planner, and how you want to work together. Then, with your permission, I'd be glad to share how I work and how I'm paid. If everybody likes how the conversation goes, we can talk about next steps and what information I'd need from you to have productive meetings in the future.

Offers Investment Management

Yes

About our Firm

Meaningful Wealth Management LLC is a boutique financial planning firm located in Philadelphia, PA. We do our best work serving clients that have stock-based compensation, and/or enjoy the self-employment roller coaster.

Education

The Pennsylvania State University

Languages

  • English

Hobbies and Interests

  • Beach
  • Boating
  • Golf
  • Surfing

Who We Serve

  • Business Owners
  • Corporate Executives
  • Gen X
  • Gen Y / Millennials
  • Technology Professionals

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