Brian McCaffrey

Since 2013, Brian McCaffrey has been dedicated to serving clients across Texas, with a specialization in addressing the unique financial challenges faced by educators and their families. Brian sees himself not just as a financial advisor, but as a teacher, investing time to understand each client's concerns and needs, as well as provide them ongoing support to help reach their goals. His approach involves listening to clients to fully understand their situation, helping them identify and define their goals, making them aware of potential pitfalls, and presenting an effective plan with custom tailored solutions.

In 2020, Brian established McCaffrey Wealth Management in Katy, embracing independence to enhance his ability to provide a more personalized service. This move removed conflicts of interest and quotas, allowed him to offer greater planning flexibility, and access to a broader range of products and investment tools.

In 2024, Brian expanded his impact by partnering with Richard and Texas Retirement Planners. This collaboration has brought a dynamic synergy to their services, further strengthening their ability to deliver comprehensive retirement planning solutions and wealth management services.

Outside of his professional life, Brian cherishes spending time with friends and family, traveling the world to explore history and different cultures. He is a passionate college football fan, particularly of his alma mater, Texas A&M, and enjoys barbecuing and tailgating.