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Andrew Brief, ChFC®

Andrew Brief, ChFC®

Managing Director

Andrew graduated from Johns Hopkins University in 1983 with a Bachelor of Engineering Science degree. While at Hopkins, he was a three year captain of the varsity tennis team after receiving All-State and NJ State Champion honors in high school. He is an avid skier and gardener residing in Garrison, New York, with his wife, Kelly, three daughters, Megan, Carly and Anna, and two dogs, Willow and Maggie. His extended family has lived in the Northern New Jersey area since the 1930s. Prior to opening his retirement planning practice in 1989, Andrew was a financial officer for Magnussen Associates, a private multi-corporation enterprise located in San Francisco and the surrounding Bay Area.

Andrew has taught investment and retirement planning courses at Fairleigh Dickenson University, William Patterson College and Kean College. The growth of the firm is derived through personal introductions from clients, accountants and attorneys.

Andrew is a member of the Financial Planning Association (FPA). He holds a Chartered Financial Consultant degree from the American College in Bryn Mawr, Pennsylvania.