Brian Peter McNamara, CFP®
Professional Experience:
Brian Peter McNamara, CFP®, Proprietor, DBA - THE HIGHEST HONOR insurance and financial services; April 1989 to present
MassMutual Financial Group - Capstone Partners Financial & Insurance Services LLC; April 2009 to present
- Massachusetts Mutual Life Insurance Company; MML Investors Services LLC; (MMLIS) MMLIS CRIA
- Agent, Registered Representative, Investment Advisor Representative, Certified Financial PlannerTM practitioner
Eagle Strategies LLC; May 2002 - April 2009
- Investment Advisor Representative, Certified Financial PlannerTM practitioner
New York Life Insurance Company; April 1992 to April 2009
- New York Life Insurance Co; NYLIFE Securities LLC
- Agent, Registered Representative, Broker
Education, Credentials and Recognition:
Northeastern University - Boston MA
- Masters in Taxation (MST), conferred October 2017
AJI Network; BPC Business Professional Course - Los Altos CA
- BPC Certificate conferred 2006
University of Phoenix - Fountain Valley CA
- Bachelors of Science in Business Administration (BSBA) conferred July 1992
Certified Financial PlannerTM practitioner; CFP®
- May 2002; CFP® Board ID 74591
Million Dollar Round Table (MDRT),
- Life and Qualifying member attained 2004 after 10 consecutive years of qualification
- MDRT Court of the Table 2006
- MDRT Top of the Table 2007
- MDRT Mentor
Orange Coast Estate Planning Council (OCEPC)
- Member 2003 through 2013
Financial Planning Association (FPA)
- Member - current
Southern California Veterinary Medical Association (SCVMA)
- Friend of the Association/Allied Industry Member - current