Paul Brehne, CFP®, RICP®, CRPC®
My Mission Statement
My Story and Services
PAUL BREHNE KNOWS – if you're faced with a problem, the best help you can get is from someone who has been there themselves. When his father's financial mismanagement rippled into his life as a college student, he developed a calling to collaborate with people to help them avoid the same financial pitfalls in their lives. Over the course of his career, Paul has developed and refined a process that puts every piece of the financial puzzle together as his clients' lives unfold and their needs evolve.
Paul began his 30+-year career at Dean Witter Reynolds and its successor Morgan Stanley before realizing his dream of opening his own independent financial services practice, Brehne Financial Partners. Always striving, he joined forces with his colleagues at Silver Spring Capital to deliver an even higher standard in comprehensive planning to his clients. Part of Paul's responsibility to his clients involves working to stay ahead of the curve and to be in the best position to set his clients up for the highest probability of success. With this in mind, Paul felt that coming back to Morgan Stanley in 2024 was the right fit for his practice, his clients, and his son Matthew, who also joined the planning practice. Paul felt that the technology, intellectual capital, investment capabilities, and progressive client services offered by Morgan Stanley gave he and his son the most efficient platform to run their practice and better serve clients, both now and well into the future.
A lifelong learner, Paul has earned coveted industry designations like the CERTIFIED FINANCIAL PLANNER™ Practitioner, Retirement Income Certified Professional®, and Chartered Retirement Planning Counselor® to help his clients address the bumps in the road that can impact their lives - and the lives of their families. He graduated from Rutgers College at Rutgers University with a Bachelor of Arts in Economics in 1988.
Outside of his career, Paul is all about his family. He and Natalie, his college-sweetheart-turned-wife of over 30 years, can often be found at Broadway shows, walking in the local park, attending New York Rangers games at MSG, and relaxing on the beach at Long Beach Island. They are extremely proud of their adult children Matthew & Gabrielle, and emphatic fans of the New York Rangers, NY/NJ Giants, and NY Yankees. When Paul does get some time to himself, he's either on the tennis court, pickleball court, running, fitnesss training, reading a book, or playing with his dog, Zibby the Pomsky!
NMLS#: 2637409
How Hockey and Financial Planning Work Together For You
Defense and great Goaltending Wins Championships:
Just as a solid defense and strong goaltending is crucial to success in hockey, peserving your assets through diversification, risk management, and insurance-based solutions are the keys to long-term financial success. These days with so much volatility in the world – this is always the first step. Then we put together a financial game plan that can grow as your needs evolve and your life unfolds – and again – help ensure that you're always skating where the puck is going and not where it's been.
Power Play:
Just as a hockey team has an advantage when it is on the Power Play, you can leverage and take your own advantage of opportunities like tax-efficient investing to elp hmaximize your financial gains and keep more of what you earn.
Teamwork:
Hockey is a team sport, and so is financial planning. Working closely with your financial advisor and your other trusted professionals may lead to better outcomes.
Scoring Opportunities:
In hockey, players need to capitalize on scoring opportunities. Similarly, in finance, recognizing opportunities early on, may potentially lead to better long term financial growth.
Overtime:
Sometimes, unexpected financial challenges arise, requiring extra effort and planning, similar to playing overtime in hockey to secure a win. We try to remain nimble with our planning so we may make adjustments "on the fly".
Diversification does not guarantee a profit or protect against loss in a declining financial market.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
RESOURCES
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research.
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
RELATING TO YOU
I'm a family man just like you, and as a Financial Advisor it's important to me to relate to my clients and connect with them on a professional and personal level.
Photo 1 Brehne Family Barbeque
Photo 2 - At our second home: MSG with NY Rangers
Photo 3- Zibby The Pomsky
Photo 4 - Winter Classic at CitiField with the family and NY Rangers
Photo 5 - A day at the US Open Tennis tournament
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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