Our Qualifications

Paul Brehne 

Education and Registrations

  • 1988 Rutgers, the State University of New Jersey, Rutgers College BA Economics
  • 2006 Wealth Advisor Designation Morgan Stanley* LLC
  • 2010 College of Financial Planning CRPC® (Chartered Retirement PlanningCounselorSM )
  • Life and Health Insurance Licenses held in CA, NY, NJ, CT, SC, FL, PA, RI, TX, MI, NC
  • Series 3 (Commodities), 7 (General Securities), 8 (Securities Supervisor), 63, and 65 (Investment Advisor) Registrations
  • 2012-2013 College of Financial Planning CFP® Education Course
  • 2013 CFP® Certification from Certified Financial Planner™ Board of Standards

Business Experience

  • 2014 - Present: Legacy Financial Partners
  • 2006 - 2014: Morgan Stanley* LLC
          CERTIFIED FINANCIAL PLANNER™  (CFP®)
          Certified Retirement Planning Counselor (CRPC®)
          Wealth Advisor
          First Vice President
  • 1997 - 2006: Smith Barney Inc.
          Financial Planning Specialist
          First Vice President-Investments
  • 1989 - 1997: Dean Witter Reynolds Inc.
          Vice President
          Financial Advisor