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James E. Brennan

Chief Executive Officer, Director of Financial Planning

1 North Wealth Services

United States, District of Columbia, Washington

About Me

James E. Brennan, CFP is the Director of Financial Planning for 1 North Wealth Services, a private wealth management firm located in Annapolis, Maryland. Jim has been recognized in 2005 & 2011 as “Financial Services Champion” by the Severna Park Chamber of Commerce. These awards were presented to recognize his active work in educating the local community in all aspects of financial planning. In addition to growing his successful practice, Jim has taught financial education to local business owners, the area high schools, the local latino population, and continues to offer pro-bono financial literacy classes through a new organization he co-founded; the Financial Education Foundation o

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Profile Information

Chief Executive Officer, Director of Financial Planning

1 North Wealth Services

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Washington

District of Columbia

United States

Aug 4, 2024

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