Brehne Financial Partners
Paul Brehne
- CFP
- CRPC
- RICP
- Managing Director
Paul Brehne
- CFP
- CRPC
- RICP
- Managing Director
In 1990, Paul began his career as a Financial Advisor with Dean Witter Reynolds in Wayne, NJ. After 24 years with Dean Witter, and its successor Morgan Stanley, Paul fulfilled a life-long dream and formed Brehne Financial Partners, an independent financial practice that is now affiliated with the Wells Fargo Financial Advisors Network.
In 2013, Paul earned his Certified Financial PlannerTM certification from The College of Financial Planning after completing a rigorous educational curriculum. Paul is held to one of the highest ethical and professional standards in the industry.
Having grown up in East Brunswick, NJ, Paul is a true family man. With Natalie, his college sweetheart and wife of 28 years, Paul loves to travel, attend Broadway shows, go to the movies, and take long walks in Verona Park.
And as the proud parents of two college graduates, Matthew (University of Massachusetts-Amherst) and Gabrielle (University of Connecticut), the Brehne family loves watching the NY Yankees and the NY Giants and attending the New York Rangers home games as season ticket holders.
When not spending time with his family, Paul enjoys fitness training, playing tennis, skiing, reading, and collecting timepieces.
Registrations
2014-Present: Brehne Financial Partners of Silver Spring Capital
1. My disciplined approach to helping clients prepare for the unexpected.
As a high school student preparing for college, I was surprised to learn that my father had financially mismanaged his optometry practice. He did not have an investment plan for our family while things were going well or a contingency plan for when his practice ran into financial problems. He hit multiple bumps in the road, and the ripple effect had a major impact on my college plans. I was going to have to find a job to help pay for expenses, something neither my father nor I had anticipated.
Having learned from this experience and others that life isn’t always a smooth path from here to there, I have developed a disciplined and structured approach to investment planning which takes into consideration potential financial pitfalls and unforeseen circumstances that life sometimes puts into our paths. My goal is to make certain that my clients have written plans that focus not only on the details of what they want to accomplish, but also address life’s unknowns – those potential bumps in the road that can impact their lives and the lives of their families.
2. The depth of relationships I build with clients, and how my understanding of their family situation is incorporated into the advice I provide.
Realizing that clients want to be heard and not simply provided solutions, I take the time to ask the right questions – the ones that other advisors generally don’t ask – and gain a better understanding of who my clients are, what they want, and where they want to go.
I also recognize the importance of family dynamics and actively seek to incorporate all facets of those dynamics into the investment planning process.
I am generally able to build deeper relationships with my clients as I seek to keep current with ongoing family and life situations. And my commitment to them usually results in their commitment to me.
3. How my experience with women in transition enables me to understand the powerful impact of emotions and provide the care and guidance they need as they adjust to their new reality.
After witnessing multiple divorces among immediate family members and close friends, as well as the burdens faced by clients who have been widowed early in life, I understand the painful emotions and major decisions they face. Drawing upon my education, compassion and insight, my goal is to provide them with proper care and advice, resulting in a path of understanding and clarity of choices. My clients know that I will help them at their pace, giving them the time they need to work through these life-changing transitions.
State Registrations
CA, CO, CT, DC, FL, GA, MI, NC, NJ, NY, OK, PA, RI, SC, TX, VA, VT
CA Insurance License Number: 0K93489. Resident State NJ.
In 2013, Paul earned his Certified Financial PlannerTM certification from The College of Financial Planning after completing a rigorous educational curriculum. Paul is held to one of the highest ethical and professional standards in the industry.
Having grown up in East Brunswick, NJ, Paul is a true family man. With Natalie, his college sweetheart and wife of 28 years, Paul loves to travel, attend Broadway shows, go to the movies, and take long walks in Verona Park.
And as the proud parents of two college graduates, Matthew (University of Massachusetts-Amherst) and Gabrielle (University of Connecticut), the Brehne family loves watching the NY Yankees and the NY Giants and attending the New York Rangers home games as season ticket holders.
When not spending time with his family, Paul enjoys fitness training, playing tennis, skiing, reading, and collecting timepieces.
Registrations
- Series 3 (Commodities)
- Series 7 (General Securities)
- Series 8 (Securities Supervisor)
- Series 63
- Series 65
2014-Present: Brehne Financial Partners of Silver Spring Capital
- Managing Director
- Wealth Advisor
- First Vice President
- Financial Planning Specialist
- First Vice President-Investments
- Vice President
- Financial Advisor
1. My disciplined approach to helping clients prepare for the unexpected.
As a high school student preparing for college, I was surprised to learn that my father had financially mismanaged his optometry practice. He did not have an investment plan for our family while things were going well or a contingency plan for when his practice ran into financial problems. He hit multiple bumps in the road, and the ripple effect had a major impact on my college plans. I was going to have to find a job to help pay for expenses, something neither my father nor I had anticipated.
Having learned from this experience and others that life isn’t always a smooth path from here to there, I have developed a disciplined and structured approach to investment planning which takes into consideration potential financial pitfalls and unforeseen circumstances that life sometimes puts into our paths. My goal is to make certain that my clients have written plans that focus not only on the details of what they want to accomplish, but also address life’s unknowns – those potential bumps in the road that can impact their lives and the lives of their families.
2. The depth of relationships I build with clients, and how my understanding of their family situation is incorporated into the advice I provide.
Realizing that clients want to be heard and not simply provided solutions, I take the time to ask the right questions – the ones that other advisors generally don’t ask – and gain a better understanding of who my clients are, what they want, and where they want to go.
I also recognize the importance of family dynamics and actively seek to incorporate all facets of those dynamics into the investment planning process.
I am generally able to build deeper relationships with my clients as I seek to keep current with ongoing family and life situations. And my commitment to them usually results in their commitment to me.
3. How my experience with women in transition enables me to understand the powerful impact of emotions and provide the care and guidance they need as they adjust to their new reality.
After witnessing multiple divorces among immediate family members and close friends, as well as the burdens faced by clients who have been widowed early in life, I understand the painful emotions and major decisions they face. Drawing upon my education, compassion and insight, my goal is to provide them with proper care and advice, resulting in a path of understanding and clarity of choices. My clients know that I will help them at their pace, giving them the time they need to work through these life-changing transitions.
State Registrations
CA, CO, CT, DC, FL, GA, MI, NC, NJ, NY, OK, PA, RI, SC, TX, VA, VT
CA Insurance License Number: 0K93489. Resident State NJ.
Contact
Education
- Rutgers University
- BA Economics
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