The Brewster Financial Planning LLC team has combined over 30 years of industry experience.
C.E. Scott Brewster has the following designations: Certified Financial Planner™ certificant, MBA in finance, and a tax specialty designation (EA). He has been president of the Financial Planning Association NY, and a currently is a director of the NY Chapter of the American Association of Individual Investors. Wen Jie Lin (Jackie) is a Certified Financial Planner™ certificant and has a tax specialty designation (EA) and serves on the pro-bono committee of the Financial Planning Association of Metro New York.
Fiduciaries – Putting Your Interests First
We receive no commissions; the only compensation we receive is a consulting or assets under management fee.
Our utilization of low cost investments with a prudent diversified investment strategy provides competitive returns while minimizing fees and taxes.
Coordinated Financial Planning
Many financial consultants solely provide investment advice. We are dedicated to offering coordinated financial planning, including insurance, tax, investment, estate, and retirement planning.
High Quality Services
Our goal is to provide high value, reasonably priced financial advice. Due to a structured approach and modest overhead, we are able to provide a high level of service at prices that are very competitive.
Hours of operation are Monday to Friday 8:30 AM to 7 PM by appointment.