Brendan Mullooly, CFP®
Brendan Mullooly is a Certified Financial Planner® and Investment Adviser Representative with Mullooly Asset Management, Inc.
Brendan received his Bachelors Degree from York College (PA) in 2012, and joined the family business soon afterward. In 2017, he completed Fairleigh Dickinson University’s Financial Planning Program. Upon completion of FDU’s program, Brendan sat for and passed the rigorous CFP® Board Exam to obtain his Certified Financial Planner™ designation.
Brendan works directly with clients to develop and refine their financial plans. In addition to financial planning, Brendan helps research and analyze investment strategies, funds, and solutions that make their way into client portfolios.
When he’s not helping clients, he enjoys writing about important financial and investing topics on his blog Your Brain on Stocks. Some areas that Brendan enjoys covering include behavioral finance, market history, and investor psychology. He has been quoted in such publications as The New York Times, MarketWatch, Yahoo Finance, and US News.
Brendan was also named to the Investopedia 100 Top Financial Advisors of 2019 list.
Outside of work, Brendan enjoys rooting for the Mets and the Jets. A fitness enthusiast, he loves running the Monmouth County Park System trails and practicing yoga.
Investment Resource Center
Check out our latest blogs, videos, and podcasts on today’s most relevant money topics.
In Ep. 162 of the Mullooly Asset Show, Tom talks about how interest rates have fallen pretty much across the board: except with credit cards! Here's why it's important to get your financial house in order NOW! ? Show Notes 'Interest Rates are Falling - But Your...
In Ep. 277 of the Mullooly Asset Podcast, Tom and Brendan discuss the recent changes from many brokerage firms to offer commission-free trading. There are definitely many pros to this development, but there are certainly some cons too. They also discuss an issue...
In Ep. 161 of the Mullooly Asset Show, Tom talks about why many big brokerage firms aren't allocating money into index funds for their clients. It brings up the ever-important conversation of knowing whether your advisor, or broker, is a fiduciary. ? Show Notes 'Wall...