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  2. Kelsey Brennan, CFP®

Kelsey Brennan, CFP®

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Kelsey Brennan
CFP®
Financial Advisor

I joined Perennial in 2015 and I obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2019. My goal is to help our clients feel confident about their financial decisions and to provide peace of mind when it comes to their investments. 

Prior to joining Perennial, I attended Bentley University where I received a Bachelor of Science in Managerial Economics. I also completed an integrated double major in Global Perspectives. During that time I interned at two different Investment Advisory Firms. My experience in those positions granted me a first look into the investment world, and they were what drew me to the financial planning profession.  

Outside of work I enjoy traveling and spending time with my family & friends. On a normal day you might find me out for a jog, cooking up a new recipe, or enjoying a good book. 

 

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  • 270 Littleton Road, Suite 19 , Westford, MA 01886
  • Phone: (978) 577-6025

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