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    Breen Wealth Management

    5.0 (2 reviews)
    Closed 9:00 am - 4:00 pm

    Services - Breen Wealth Management

    Estate planning

    Inheritance planning

    Investment management

    2 More Services

    Retirement planning

    Tax planning

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    Recommended Reviews - Breen Wealth Management

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    Autumn R  Kruse, CFP - Autumn Kruse

    Autumn R Kruse, CFP

    (5 reviews)

    Autumn made time to listen to my concerns about my current investments and make some concrete…read morerecommendations that I could act on. I liked that she works on an hourly basis and doesn't sell investments products or take any percentage. She was kind, very open, and transparent about what her investing orientation was. She even suggested that she might be too conservative for my style. So depending on what you needs are, I think Autumn might be just the perfect advisor.

    Having seen 3 financial advisors meeting Autumn was a joy and a privilege…read more Financial Advisor: #1 is a highly rated SF independent consultant that wanted $4k for a full life plan. I respected her but didn't want a full on $4k plan (really?) or did she respect my concern about the current market? No. I'm glad I left her because I still have my savings. #2 was a firm in downtown Berkeley who DIDN'T TELL ME they we're actually NOT independent (if you don't understand that last sentence go Google that before proceeding with any investments). #3 was a lovely women owned firm that ran the many tens of thousands of scenereros and said 'invest here.' Well, I don't want to, yet. And yes, thank you now please pay our $2k fee. Then I met Autumn. She's like an old friend who has your back, could care less about anything other than your well being, or thinking she has all the answers ... but what answers she has she's clear what apply to me and my situation. And she charges hourly (and I'm sure will quote you if you want X done). Since financial projecting is a math-guessing-game I like that I have a moderate, smart, kind, advisor who respects my concerns, watches out for me, and is fun to talk to. Plus she was referred to me by people smarter than me that I respect! There are a lot of people in finance who are full of themselves and it feels like you're going to the principal's office ... with Autumn I really feel like I'm with my really smart friend who cares about me not cooking my own a** when it comes to where I invest (and has given me GREAT advice so far).

    Brent Blaustein - MortgageOne

    Brent Blaustein - MortgageOne

    (13 reviews)

    Poor communication and poor follow up…read more We looked into a loan program through this office and while the initial contact was good, after they received all our information, communication fell short. Very disappointing.

    Growing weary of both our separation from other family members, the long commutes between…read morehouseholds, and the busyness of the city, my wife had a vision to move she and I, our two daughters, our two cats, and my wife's parents to a plot of land in the country. But in order to do so, we had to embark upon a seemingly impossible journey, one that involved finding a place we could afford, then putting in an offer by consolidating the finances, bank statements, and credit scores of 4 adult's living in two separate households, then packing up and moving out of our houses, then staging and selling those two houses in two separate cities to buy the new place. I must admit, the whole experience seemed crazy confusing and downright overwhelming, causing me to oscillate through a rainbow spectrum of emotions, a spectrum of emotions anchored by terror on one side and numbness on the other. But there, in the eye of the storm, stood Brent Blaustein and his team. Their willingness to clearly and patiently explain the overall structure of the financing needed while providing clear lists and gentle reminders of all that was still needed allowed me to relax, take a breath, remember the bigger picture, then, refreshed, ground and face the next task at hand. With the help of Brent and his team, we fulfilled my wife's vision: we got the financing we needed, moved into our new home 3 months ago, and couldn't be happier. Goodbye nuclear family! Hello family compound! Thank you Brent and Ashly!

    Breen Wealth Management - financialadvising - Updated May 2026

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