Brian Lynch, CFP®, ChFC®

Professional

Brian is a Senior Wealth Management Advisor at Kathmere Capital Management.

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 CERTIFIED FINANCIAL PLANNER® designation, along with the Chartered Financial Consultant® designation.

Personal

Brian and his wife, Kate, have four kids: Shaina, Kennedy, Colin and Tyler. 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.