Breanna Coffey, CFP® serves as a Wealth Planning Specialist at Calamos Wealth Management, partnering with high-net-worth individuals and families to develop and implement comprehensive financial strategies. She focuses on understanding each client's unique needs to create customized wealth management solutions that address both current goals and future aspirations.
Prior to joining Calamos, Breanna held positions at Goldman Sachs, Corient, and OneAmerica Financial Partners, accumulating over 10 years of industry experience. Her background spans wealth management and client advisory services, enabling her to deliver sophisticated financial solutions while building lasting client relationships.
Breanna is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 65 license. She earned her MBA in Finance from the University of Indianapolis and completed her undergraduate studies at Purdue University.
Outside the office, Breanna enjoys spending time with her husband and two children, pursuing artistic interests, reading, and relaxing at the lake.