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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

Brewster Financial Planning's Leadership

  • Stylized image of a person
    S. B.
    Owner
  • Stylized image of a person
    P. B.
    Junior Financial Planner
  • Stylized image of a person
    C. A.
    Financial Planning Intern
  • Stylized image of a person
    E. L. A.
    Financial Planner
  • Stylized image of a person
    P. F.
    Executive Assistant
  • Stylized image of a person
    J. L.
    Associate

Brewster Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Brewster Financial Planning

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. B.
    Owner
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    P. B.
    Junior Financial Planner
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    C. A.
    Financial Planning Intern
    United StatesNew York
    Aug 03, 2024
  • Stylized image of a person
    E. L. A.
    Financial Planner
    United StatesNew York
    Nov 19, 2025
  • Stylized image of a person
    P. F.
    Executive Assistant
    UNITED STATES
    Apr 12, 2024
  • Stylized image of a person
    J. L.
    Associate
    United StatesNew York
    Nov 19, 2025

Frequently Asked Questions

What is Brewster Financial Planning known for?

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Brewster Financial Planning operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Brewster Financial Planning's company overview page for more information.

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

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Brewster Financial Planning employees' email format typically follows the pattern of . 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?

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Brewster Financial Planning has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 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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