Our Firm

Brosnan & AssociatesFinancial & Insurance Services, LLC is a full service financial services firm, based in Newport Beach, CA. We specialize in working with the owners of closely held businesses and affluent individuals thoughout the West Coast.

Brosnan & Associates has developed a reputation in the industry for bringing creative new solutions to both the old and new issues of an increasingly complex financial marketplace. These solutions are for affluent individuals, business owners, and the companies they have built. For the owner, areas of expertise include wealth accumulation, strategic estate and income tax planning, business continuation planning, and income protection. At the corporate level, the firm assists with key-person issues and employee benefit planning. Key-person issues include deferred comp, retention, and buy-sell planning and funding. Employee benefit planning includes discovery, research and implementation of 401(k) and medical plans as well as ancillary benefits. Please call to schedule an appointment for a free, no obligation review of your current plans, or to explore new options.

Our Mission Statement: "Hold true to each and every client's best interests by knowing their entire financial picture and only then offering the best financial advice* for that individual's specific set of circumstances."