Brendan G. Dunleavy, CPA

Brendan G. Dunleavy, CPA

Executive Director of Financial Planning

Phone: 248-663-4778
Fax: 248-827-7378
E-mail:

Brendan Dunleavy is an Executive Director of Financial Planning with Michigan Financial Companies, a financial services firm focusing onestate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies. 

As an Executive Director of Financial Planning he is uniquely qualified to address the diverse needs of high net-worth individuals.  He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance.  He works closely with business owners, executive teams and their advisors to realize their financial goals.

Recognition & Awards

Featured in Hour Detroit as a 5 Star Wealth Manager*, 2010& 2011

Crain’s Detroit Business “Top 40 Under 40”, 1999

Education

Masters of Science in Finance - Walsh College, Troy, MI, 1994

B.A. in Accounting - Michigan State University, 1983

Professional Registrations

  • Life, Accident & Health
  • Series 7
  • Series 65

Memberships & Affiliations

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants

Personal Data

Brendan and his wife, Eileen, reside in Plymouth, Michigan with their five children, Kathleen, Colleen, Brendan Pat, Maura, and Mary Grace.  Brendan is very active in his community.  He is a member of Our Lady of Good Counsel and enjoys spending time with his family and friends.

*The FIVE STAR Award is a client services award issued by Crescendo Business Services, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or magazine.