Brenna Mullaney
Financial Professional
(443) 410-8750
brenna.mullaney@westshorefinancial.com
Growing up in a Navy family, I’ve lived in nine different states, from the beaches of Hawaii to the cornfields of Illinois, but Florida now feels like home. Most of my childhood was spent in Annapolis, Maryland, where my dad served as a Permanent Military Professor, teaching leadership and psychology, while my mom worked as a NICU nurse, caring for premature babies. Family means everything to me, and they inspire me daily, shaping both my personal life and my work.
As a student-athlete at the University of Central Florida, I competed in Division I cross country and track. In my final season, a spinal injury changed everything, and I had to leave the sport I loved behind. This experience taught me just how important my work in finance is—because life can be unpredictable, and the things we care about can be taken away in an instant. Now, I bring that same passion and work ethic to helping others prepare for the future, knowing firsthand how valuable it is to have a safety net in place.
I’m passionate about helping young people build strong financial habits early, guiding married couples through the complexities of planning, and giving back to those who serve—whether they’re medical professionals like my mom or military members like the rest of my family. Just as I learned in athletics, I believe in going the extra mile, and I apply that same principle to my clients by serving them at the highest level.
The Living Balance Sheet®
The Living Balance Sheet® offers a holistic overview of your personalized financial picture – and journey – all in one place. It follows a time-tested process that provides clients financial clarity, organization, and an understanding of how each financial decision affects the other.
Our uncommon approach to financial strategies is grounded on decades of experience. Let us help you get to the financial life you want.
Accumulation Planning
To build and protect your future, it’s important to have a complete picture of where you are today financially – and an understanding of how the individual financial decisions you make can work together to get you to the best possible place.
We teach a fundamental strategy to organizing financial priorities and understanding which decisions you should consider making first.
Products and Services Offered
- Education Planning
- Retirement Planning
- Debt Management
- Cash Flow Management
- Estate Planning
- Retirement Income Planning
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
- Business Growth Strategies
- Business Exit Strategies
I want to make sure your entire financial picture is as good as it can possibly be. I use a propriety analysis tool, called The Living Balance Sheet®, that helps you see your entire financial picture through a wide-angle lens. I provide life insurance and disability insurance protection through highly rated carriers such as Guardian Life Insurance Company, but I have the ability to offer coverage through multiple carriers to provide the appropriate fit for you.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.