Brian Lynch, CFP®, ChFC®

Brian Lynch

Brian Lynch, CFP®, ChFC®

Brian Lynch

Senior Vice President, Wealth Management

blynch@kathmere.com

Professional

Brian Lynch is a Senior Vice President of Wealth Management at Kathmere Capital Management. He has worked in the financial services industry for 15+ years.

 

His passion is to help individuals, families and small businesses plan and manage their diverse financial interests. By starting with a well-thought-out financial planning process, he establishes a working relationship where clients clearly understand what fees they are paying, and what advice they are getting for that fee. This straightforward approach, coupled with Kathmere’s Wealth 360 experience, allows Brian to coach clients through the ups and downs and to make sure his clients have trackable strategies to reach their goals.

 

Brian graduated from Saint Joseph’s University with a degree in History. He has earned the respected CERTIFIED FINANCIAL PLANNER™, CFP® certification, along with the Chartered Financial Consultant® (ChFC®) designation.

 

Personal

Outside of the office, he is a full time Dad wrapped up in his four kids’ activities. His lovely wife, Kate, and he have two girls and two boys that are constantly playing sports, participating in school activities, and terrorizing his neighborhood! When not out and about in their town of Hatboro, PA, they love to head to the Jersey Shore for some relaxation. He also loves to catch the Philadelphia sports teams on TV, surf in Ocean City, NJ, or compete in a pickup basketball game.



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