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Brewster Financial Planning Employee Directory

Financial ServicesNew York, United States2-10 Employees

Brewster Financial Planning is a small, full‑service investment advisory firm based in Brooklyn, New York. It offers portfolio management alongside financial planning services to clients, situating itself within the financial services industry as a focused partner for individuals seeking comprehensive guidance on investments and personal finances.
The firm operates in New York City and serves a local market with a range of advisory services typically associated with independent or boutique firms. Recent developments indicate ongoing activity in the securities markets through client‑focused investment decisions, reflecting its role in managing and overseeing investment activity while supporting clients’ financial planning needs.

Find Brewster Financial Planning employees' phone numbers or email addresses

Brewster Financial Planning Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Brewster Financial Planning's Leadership

  • Owner at Brewster Financial Planning
    S. B.
    Owner
    Mobile Phone
  • Junior Financial Planner at Brewster Financial Planning
    P. B.
    Junior Financial Planner
    Mobile Phone
  • Financial Planning Intern at Brewster Financial Planning
    C. A.
    Financial Planning Intern
    Mobile Phone
  • Financial Planner at Brewster Financial Planning
    E. L. A.
    Financial Planner
    Mobile Phone
  • Executive Assistant at Brewster Financial Planning
    P. F.
    Executive Assistant
    Mobile Phone
  • Associate at Brewster Financial Planning
    J. L.
    Associate
    Mobile Phone

Brewster Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Brewster Financial Planning

Name
Title
Contact
Location
Last Update
  • Owner at Brewster Financial Planning
    S. B.
    Owner
    Mobile Phone
    United States, New York
    Jun 08, 2026
  • Junior Financial Planner at Brewster Financial Planning
    P. B.
    Junior Financial Planner
    Mobile Phone
    United States, Florida
    Apr 16, 2026
  • Financial Planning Intern at Brewster Financial Planning
    C. A.
    Financial Planning Intern
    Mobile Phone
    United States, New York
    Aug 03, 2024
  • Financial Planner at Brewster Financial Planning
    E. L. A.
    Financial Planner
    Mobile Phone
    United States, New York
    Nov 19, 2025
  • Executive Assistant at Brewster Financial Planning
    P. F.
    Executive Assistant
    Mobile Phone
    UNITED STATES
    Apr 12, 2024
  • Associate at Brewster Financial Planning
    J. L.
    Associate
    Mobile Phone
    United States, New York
    Nov 19, 2025

Frequently Asked Questions

What is Brewster Financial Planning known for?

Minus sign iconPlus sign iconBrewster Financial Planning operates in the Financial Services industry. You can contact Brewster Financial Planning's main corporate office by phone at
+1-207-942-****
. Explore Brewster Financial Planning's company overview page for more information.

What is Brewster Financial Planning's most common email format?

Minus sign iconPlus sign iconBrewster Financial Planning employees' email format typically follows the pattern of First@brewsterfp.com. Trying to find reliable and up-to-date employee contact data? Find more Brewster Financial Planning email formats with LeadIQ.

How many employees does Brewster Financial Planning have currently?

Minus sign iconPlus sign iconBrewster Financial Planning has approximately 6 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Brewster Financial Planning's key employees and leadership?

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As of September 2026, Brewster Financial Planning's key employees include:

  • Owner: S. B.
  • Junior Financial Planner: P. B.
  • Financial Planning Intern: C. A.
  • Financial Planner: E. L. A.
  • Executive Assistant: P. F.

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