Paul Brehne

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, he had a calling to collaborate with people to help them avoid the same pitfalls in theirs. 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. In his planning practice, he leverages his experience in retirement income planning, asset preservation strategies, and social security maximization to work closely with his clients, their families, and their other trusted advisors. Paul’s mission is to provide a collaborative effort over the course of the relationship so that his clients have the opportunity to realize the retirement lifestyle they had always envisioned for themselves. Paul began his 30+-year career at Dean Witter Reynolds and its successor Morgan Stanley before realizing his long-life dream of opening his own independent 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 a position to set his clients up for 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 effective platform to run their practice both now and well into the future. A lifelong learner, Paul has earned 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 University with a BA in Economics. 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, on the slopes of Vermont, or on the beach at Long Beach Island. They are ecstatically proud of their adult children Matthew & Gabrielle, and emphatic fans of the New York Rangers, Giants, and Yankees. When Paul does get some time to himself, he’s either on the tennis court, reading a book, or playing with his little Pomsky named Zibby!