Andrew Davainis is a financial advisor at Breen Wealth Management, LLC in Petaluma, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at MML Investors Services, LLC, MassMutual Life Insurance Company, and Goldbook Financial. Outside of advisory roles, he assists with special events for the San Diego Padres. Breen Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans through comprehensive wealth management, financial planning, and pension consulting services. The firm employs a disciplined investment approach grounded in Modern Portfolio Theory, using diversified low-cost funds and regular portfolio rebalancing.

Brian Breen is a CFP® with 20 years of industry experience and is the principal at Breen Wealth Management, LLC in Petaluma, CA, where he has worked since 2017. Prior to this, he was with Jacobson & Breen Wealth Management, LLC for three years. He serves as a committee member and board member on the investment committee of the Petaluma Educational Foundation and owns a consulting and coaching business assisting RIA owners. Breen Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans through comprehensive wealth management, financial planning, and pension consulting. The firm manages approximately $319 million in discretionary assets and follows an investment approach based on Modern Portfolio Theory using diversified, low-cost ETFs, institutional mutual funds, and occasional variable annuities, with a structured four-step discipline including asset allocation, quarterly rebalancing, and ongoing monitoring.

Anthony Borba Jr is a financial advisor with Breen Wealth Management, LLC in Petaluma, CA. He holds a Series 65 designation and has eight years of industry experience. He has been with Breen Wealth Management since 2015. Breen Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, through a comprehensive wealth management offering called the Private Client Group. The firm utilizes a disciplined investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and manages approximately $319 million in discretionary assets.