Brian C Kelleher

Financial Advisor

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

  • Wealth Manager
  • Professional Certifications

    Certified Financial Planner

    Functional Expertise

  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Employee benefits
  • Estate planning
  • Family business
  • Investments
  • Transaction advisory
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Membership

    Greater Boston Individual, Leadership Collaborative

    Member Since

    Member for 3 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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