Strategies for Wealth Management
Welcome to my Web Site. I am Gary Brush, a CERTIFIED FINANCIAL PLANNERTM practitioner with AXA Advisors, LLC. I help individuals and businesses with insurance and investments. My background and credentials include:
- CERTIFIED FINANCIAL PLANNERTM
- FINRA securities registrations: Series 6, Series 7, and Series 66
- Masters Degree -- Mathematical Statistics
- Bachelors Degree -- Statistics
I use my quantitative background and training to help provide financial strategies based on clients' financial goals and investment objectives. Key areas of my practice include:
- Helping clients prepare for important life goals, through offering the appropriate products and services, such as being able to fund children's college education, and to retire to a desired standard of living
- Helping to assure family and portfolio protection during periods of employment transition
- Helping with tax-efficient rollovers from Qualified Retirement Plans
I have been a frequent presenter of financial planning seminars in New Jersey for a number of years.
Thank you for visiting my Web Site. Please contact me if you would like to schedule a consultation at a mutual agreeable time.
Gary Brush and AXA Advisors, LLC, do not provide tax and legal advice. You should consult with your attorney and/or tax advisor before making final investment or planning decisions.
CFP®, CERTIFIED FINANCIAL PLANNERTM , and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
