
Brian W. O'Sullivanemail
Commonwealth Financial Group - Quincy, MA
Quincy, MA 02169
Professional Story
Brian joined Commonwealth Financial Group in October of 1994. Prior to working at CFG, Brian worked at GTE Government Systems for nine years.
Brian is passionate about helping people solve problems and secure a plan for the future. His life experience, respect for others, and hard work has gotten him where he is today.
Brian maintains his Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter designations.
Brian attended Middlebury College and graduated in 1984 with bachelor’s degree in Mathematics and went on to receive his MBA at Babson College and graduated in 1995.
Brian resides in Marshfield, MA with his wife Susan and their children Brendan and Mary. In his free time Brian enjoys going to CrossFit and playing golf. He also serves on finance board of a local church and is currently Past President of the MassMutual Advisors Association.
Education
Boston Latin (1974-1980), Middlebury College (1980-1984), Babson (1992-1995)
Hobbies
Golf
Languages: English
Credentials: CFP®, CLU®, ChFC®
Specialties:Insurance Strategies, Investment Strategies, Retirement Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning
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