WEST CHESTER, Pa., Dec. 10, 2018 (GLOBE NEWSWIRE) -- Key Financial, Inc. of West Chester, PA has just announced that their President and CEO Patti Brennan, CFP®, CFS has launched a new podcast. The Patti Brennan Show is dedicated to helping improve your net worth by sharing simple, powerful concepts that anyone can implement with concrete, actionable steps. As one of the nation’s top ranked financial advisors by both Forbes and Barron’s, Brennan is excited to offer valuable insight to both the novice as well as the seasoned investor. “Listeners will hear from industry thought leaders that most people don’t have access to – and learn how to protect and grow their assets to live their very best lives. Whether you have $20 or $20 million, have an advisor or do it yourself, this podcast is for you!”
The Patti Brennan Show is a biweekly show with the first show airing Monday, December 10th. Patti will be addressing the timely and relevant topic of year-end tax planning with her Chief Planning Officer, Eric Fuhrman. In future episodes, Brennan will also address behavioral investing, asset allocation and robo-advising, as well as top tips for the first five years of employment and retirement.
Fans of The Patti Brennan Show can contact Bernadette Hunter, Director of Client Engagement, Bernadette@Keyfinancialinc.com or call (610)429-9050 to provide feedback, questions for the host or ideas for the podcast.
Listeners can find the podcast on the corporate website www.keyfinancialinc.com/podcast.
Brennan’s honorable reputation and credibility has been consistently recognized by Barron’s Magazine for twelve years straight, earning her a spot in the #8 Advisor in Pennsylvania. In addition, Brennan has been recognized by Forbes as #4 Best in State Advisor and by the Financial Times Top 400 Advisor in the Nation. Locally, Brennan sits on the Board for the YMCA of Greater Brandywine, is a former Board Member of Penn Medicine Chester County Hospital as well as former Chairwoman of the National Advisory Board for Royal Alliance.
With assets under management nearing $1Billion, Key Financial Inc. provides comprehensive financial planning and wealth management services and is located at 1045 Andrew Drive Suite A West Chester, PA. For information about the firm’s planning services or to speak with Patti Brennan, call (610)429-9050 or visit www.keyfinancialinc.com.
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Patricia Brennan are independent of Royal Alliance Associates, Inc. Advisory services offered through Key Financial, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
*The Forbes ranking of America's Top Wealth Advisors, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings.
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March 2018). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
The “Barron’s Winner’s Circle Top 100” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.barrons.com for more information.
Contact:
Bernadette Hunter
Director of Communications
(610)429-9050
bernadette@keyfinancialinc.com
1045 Andrew Drive, Suite A
West Chester, PA 19380
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A video accompanying this announcement is available at
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