Brian J. | Adviser & President | Stonestreet Financial MA

Brian J. McGivern CFP®, MBA, EA

Financial Adviser and President

Brian has been working with individuals and businesses in addressing their financial service needs since 2007. Brian is also licensed for health and disability insurance, as well as annuities.

Brian graduated from the University of Massachusetts at Amherst and holds a Bachelors of Arts Degree (BA) in Sociology with a minor in Political Science. Upon graduating from the University of Massachusetts, Brian entered the Cooperative Master of Business Degree (MBA) Program at Northeastern University in Boston.

Brian graduated from Northeastern with an MBA with a concentration in Accounting after successfully completing internships with Lockheed Sanders and Coopers & Lybrand. Brian has worked for such companies as Stride Rite, PricewaterhouseCoopers, Computershare, and Brenda J. McGivern, P.C. in the areas of finance, audit, accounting, tax, software application development and management consulting.

Brian has a Certificate in Financial Planning from Bryant University. Brian is a Certified Financial Planner® and is also an Enrolled Agent (EA).

Currently, Brian resides in Stoughton, Massachusetts with his wife Brenda, and their sons Sean, Ryan and Conor and their retired service dog, Davis.

Brian J. McGivern, CFP®, MBA, EA Public Disclosures