CALIFORNIA CONSUMER - Key Persons

Job Titles:

• Founder and Owner of Gallagher Wealth Management
• Independent Financial Advisor
• President & Senior Wealth Advisor
• Registered Representative

While serving is the U.S. Army Special Forces as a Green Beret and Ranger, Brendan Gallagher exemplified discipline, integrity, knowledge, execution, and the ability to adapt to any situation. For over a decade he has been applying these qualities and principles to managing the wealth of his clientele and to his mission of providing an unparalleled client experience. Brendan works with families and business owners and believes that every client deserves a personalized financial plan. The trustworthy relationship that he builds with his clients are established by understanding their needs and goals and defining a path to pursue them. Brendan utilizes his extensive knowledge and experience to address the complexities associated with his clients' wealth and has a talent for explaining these intricate concepts in a simplified way. Prior to his wealth management career, Brendan served in the U.S. Army Special Forces, where he completed two deployments to Afghanistan and one Foreign Internal Defense Mission to Nicaragua. He earned two Bronze Stars and an Army Commendation Medal with a "V" Device for valorous action. Before enlisting, he graduated with a Bachelor of Science in Finance from Saint Vincent College. Brendan has many accomplishments, but he takes the most pride in being a loving husband and father. He and his wife Julia have six children: Emily, Payton, Caroline, Jack, Brendan, and Rose - and an Airedoodle named Luna. Brendan enjoys reading, fitness, outdoor activities, and coaching his children's basketball, soccer, and lacrosse teams. Brendan also serves on the Board at Outdoor Immersion, a not-for-profit organization that helps to heal veterans by reconnecting them to God through nature and by reestablishing camaraderie with other veterans. He is an avid parishioner at St. Paul of the Cross Parish. Brendan Gallagher is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Brendan Gallagher is the founder and owner of Gallagher Wealth Management. In 2011 Brendan completed his military career with the U.S. Army Special Forces, and joined the ranks of Edward Jones as a Financial Advisor. Brendan began his career with zero clients and zero assets under management. He built a book of business with door-to-door introductions and established his office in the south hills of Pittsburgh. Edward Jones was a fantastic place to learn. However his practice was growing and Brendan realized that there were products and services that would benefit many of his clients that he was unable to offer as an employee of Edward Jones. In March of 2017, Brendan became an independent financial advisor and joined the team of Heritage Seubert Financial at Wells Fargo Advisors. Heritage Seubert Financial was a great next step in Brendan's career. He worked daily with advisors that had 15 to 40 years of experience in the industry, further sharpening and refining his craft of Wealth Management. In 2021 Brendan founded Gallagher Wealth Management and was proud to announce that they are aligned with LPL Financial. Gallagher Wealth Management shares a client-centered approach with LPL Financial, that means they are focused on holistic advice, always putting you first, with a commitment to high-quality, personalized service.