Brian C Kelleher
Financial Advisor
Mohamed-Merola Wealth Management
Wellesley, Massachusetts
Professional Profile
Call Me When
Call Me When... I help business owners gain context around what value they need to get out of their business in a liquidity event to be able to accomplish everything they want to do in their personal life.
Contact Method
Profession
Professional Certifications
Certified Financial Planner
Functional Expertise
Business Focus
Transition Planning Certification
Client Industries
Client Results
Membership
Greater Boston Individual Emerging Professional
Member Since
Member for 4 years
Sponsorship Type
Chapter Leadership Role
Why I'm a Member of XPX
Make XPX Part of Your Business Plans
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© 2023 XPX Global LLC. All Rights Reserved.
Explore
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Help & Support
© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use