Bryan Daly CFP®

Bryan is a dedicated investment advisor representative with Royal Fund Management, recognized as an independent, fee-based fiduciary and CERTIFIED FINANCIAL PLANNER™ professional. Holding a Life, Health, and Annuity license, he brings over two decades of experience serving retirees in South Florida.

Bryan specializes in comprehensive financial planning focusing on preserving principal and managing risk to help clients achieve financial security. He is an active member in good standing with the Financial Planning Association (FPA) and the Association of Financial Educators (AFE), reflecting his commitment to professional excellence and financial education.

Ellen Daly, Financial Planner | Client Services & Operations

Ellen Daly is a fee-based financial planner with New Life Financial Planning and an Investment Adviser Representative of Royal Fund Management, LLC. When providing investment advisory services through Royal Fund Management, she serves as a fiduciary and acts in her clients’ best interests.

Ellen brings extensive hospitality experience and successful business ownership to her work with individuals and families. Her background has shaped her attentive, service-focused approach and her understanding of the importance of clear communication, organization, and follow-through.

In addition to her financial planning role, Ellen oversees administration and client service at New Life Financial Planning. She helps clients navigate paperwork, coordinates implementation, and manages daily office operations. Working alongside Bryan Daly, Ellen helps provide a welcoming, organized experience where clients can feel comfortable asking questions and supported throughout the planning process.