Your mentor
Bryan Daly, CFP®, RICP®
Founder of Legacy Wealth Builder and New Life Financial Planning, LLC. For 30+ years Bryan has helped families turn complex money decisions into clear, written plans — through education, transparency, and fiduciary advice. The Advisor Masterclass is the system he's used to do it.
Years of experience
AUM at Royal Fund Management
Hours of planning experience
Transparency & Credentials
Why the CFP® matters
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as the gold standard in financial planning. To earn it, Bryan completed:
Rigorous Education
Coursework in retirement, investments, tax planning, insurance, and estate strategies.
Extensive Exam
Passed the 6-hour comprehensive CFP® Board exam covering 70+ topics.
Real-World Experience
6,000+ hours of financial planning experience.
Ethical Commitment
Fiduciary duty to act in clients' best interests, plus continuing education.
Why the RICP® matters in retirement
The Retirement Income Certified Professional® designation is awarded by The American College of Financial Services and focuses on retirement income planning. To earn it, Bryan completed:
Specialized Coursework
Social Security, Roth conversions, tax-efficient withdrawals, LTC, Medicare, and retirement risks.
Advanced Knowledge
Sustainable retirement income strategies and sequence-of-returns risk management.
Ongoing Learning
CE requirements ensure up-to-date knowledge of tax law and retirement planning strategies.
The RICP® reflects Bryan's commitment to helping clients create reliable, sustainable income throughout retirement.
Institutional partners
Where Bryan's practice is custodied
Royal Fund Management, LLC
- – SEC-Registered Investment Adviser
- – $1.3+ billion AUM
- – Bryan serves as an Investment Adviser Representative
Charles Schwab
- – Custodian & clearing partner
- – Trusted leader in client asset protection
Gallagher's Life & Annuity Brokerage
- – Access to premium carriers for life, LTC, and annuities
Why the Masterclass exists
Mentorship over product pushing.
The financial services industry trains advisors to sell, not to serve. New agents are handed a phone, a warm-market list, and a product menu — and then judged on how fast they convert it.
The Advisor Masterclass is the opposite. Mentorship-led, education-first, and built around the repeatable system Bryan has used for three decades to genuinely help families with Life and Annuity planning — the products, the conversations, the ethics, and the practice-building skills, in the order an actual career requires them.
If you want to be the kind of advisor a family recommends to their own parents, you're in the right place.
Bryan Daly is an Investment Adviser Representative of Royal Fund Management, LLC, an SEC-Registered Investment Adviser. New Life Financial Planning, LLC is a separate entity. Information on this page is provided for educational purposes only and is not investment, tax, or legal advice.