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C.E. SCOTT BREWSTER, CFP®, MBA, EA
A 1994 Vassar graduate, after graduation Scott immediately began work in the financial services area. Driven by his keen interest in the field of personal wealth building, he joined a money management firm at the beginning of 1996.
From January 1996 to August 1999, Scott worked for Scholtz & Company, LP a boutique money management firm located in Rockefeller Center, NYC. Scholtz & Company, LP provided an ideal training ground. When Scott left Scholtz & Company to obtain his MBA degree, the firm’s assets under management had climbed from $23 million to $60 million and the staff had doubled. On top of his heavy workload at the firm, Scott did regular volunteer work as the New York area Treasurer of the American Association of Individual investors (AAII). He also studied for and received his CFP (Certified Financial Planner) designation, which sets the standards and gives professional accreditation for comprehensive financial planning.
In August of 1999 Scott entered Pepperdine Graziadio School of Business Management (GSBM) on a full scholarship and was awarded a paid working position as a graduate assistant. He was an active member of Pepperdine's Mentor program and also became student chair of the Pepperdine GSBM student-run mutual fund.
In December 2000, Scott graduated with his MBA 1st in his class, after completing the rigorous two year program on an accelerated basis in only fifteen months.
After receiving his MBA, Scott was hired as the senior financial planner for Glowacki Framson Financial Advisors, LLC, one of Los Angeles’s largest fee only financial planning firms.
In the spring of 2003 Scott moved to New York where he is president of his own firm, Brewster Financial Planning LLC.
PROFESSIONAL AFFILIATIONS AND DISTINCTIONS
Scott has been quoted in Money Magazine, Newsweek, BusinessWeek online, Daily News, New York Post, Newsday, LA Times, TheStreet.com, Financial Advisor, Fund Marketing Alert, Investment News, Wall Street Journal and Investment Advisor Magazine. He currently is on the board of the New York chapter of the American Association of Individual Investors, and president of the Financial Planning Association, New York chapter.
WEN JIE (Jackie) LIN, CFP®
ASSOCIATE
Jackie Lin received her B.A. degree in Computer Science from the University of Rochester in 2000. After graduation, she worked as a computer programmer and business analyst for six years in a large insurance company. In 2005, Jackie decided to follow her passion and changed her career to fee-only financial planning. She started as an associate in Eldridge Financial Planning LLC, a fee-only planning firm, and joined Brewster Financial Planning LLC in 2008.
Jackie received passed the November 2009 CFP® Certification exam and looks forward to helping others achieve financial success.
PATRICIA FIGUEROA
EXECUTIVE ASSISTANT
Pat Figueroa, a twenty-five year plus resident of the Clinton Hills area of Brooklyn, is a mortgage analyst with the Community Preservation Corporation since 1983. Prior to coming on board to work with Scott at Brewster Financial Planning LLC, Pat and Scott worked together on weekends and nights for three years at a local tax preparation firm. Scott was so impressed with Pat’s pleasant personality and dedication that he asked her to “please please” join Brewster Financial Planning LLC. Luckily for us Pat agreed to join Brewster Financial Planning LLC to help out part-time and has been working here since April 2006.
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