Bryan Minogue CFP®, CFA
Welcome! After over a decade in this profession, I founded Kardinal Financial to fill a big gap in the industry. While most advisors cater to those later in their careers with minimum investment balances of $500k, $1 million, or more, I work with households far earlier in their journey.
I work with young families and professionals in the always-changing, fastest-paced time of their lives. I help in all the financial decisions that compound massively over time. And I give advice that isn't tied to investments or other conflicted incentives.
My experience, credentials, and passion for this business have developed skills perfect for guiding young families. And it helps that my wife and I are right in the thick of it!
I have over a decade of experience in financial services. My experience includes serving as the Director of Investment Research at a $2.5 billion wealth management firm and an investment portfolio manager to individuals and families. I have obtained the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations.
When I'm not working, you'll likely find me spending time with my wife (Maggie) and kids (Rose & Calvin), playing soccer, watching Manchester United, or on a walk with a good podcast.
Professional associations and memberships:
- National Association of Financial Planners and Advisors
- XY Planning Network
- Fee-Only Network
- CFP Board
