Brendan P. Speers, AIF®, CPFA

As the Director of Retirement Plan Services, Brendan specializes in helping businesses, non-profits and governmental entities manage all aspects of their employer sponsored retirement plans.  Brendan also manages the plan administration, conversion and participant education teams that support plan sponsors.

Brendan graduated from Duquesne University’s A.J. Palumbo School of Business with Bachelor of Science in Business Administration and holds an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership.  He is an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA).

Before joining Legacy Planning in 2014, Brendan worked with universities, school districts and hospitals in the large market for retirement plans.  Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans, regardless of size, should utilize a large market approach to due diligence, oversight, and pricing to help employers and participants achieve better outcomes.

Brendan currently offers securities and advisory services through Commonwealth Financial Network ®.

110 Gibraltar Road, Ste 227
Horsham, PA 19044