Brian Lynch, CFP®, ChFC®
Senior Vice President, Wealth Management
Get to know Brian:
Brian Lynch is a Senior Vice President, Wealth Management with Kathmere Capital Management and sits on the firm’s investment committee. Brian started in the financial services industry in 2007 and has received the CERTIFIED FINANCIAL PLANNER™ designation through the Certified Financial Planning Board of Standards as well as the CHARTERED FINANCIAL CONSULTANT ™ designation through the American College.
Brian creates detailed financial plans for his clients, taking into account their investment objectives, risk tolerance and other personal considerations that might impact their whole financial position. He graduated magna cum laude from Saint Joseph's University with a degree in History. When Brian is away from the office, you can find him chasing his kids around town or looking for a pick-up basketball game. He resides in Hatboro, PA with his wife Kate and their four energetic children.