Jeanne Brutman, LUTCF, CFBS, CFS, CLTC, CLU
Financial Advocate and Problem Solver
Mission Statement:  others first
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Jeanne Brutman is a Financial Advocate and Problem Solver for Professionals and privately held businesses. She helps solve questions and or concerns in the following areas of life:  Retirement Cash Flow, Estate Planning, Asset Protection, Company Benefits, Wealth Accumulation, Corporate Retirement Plans, Elder Care Planning, Financial Planning and Divorce Planning. Jeanne is also an accomplished and sought after speaker for Professionals for Continuing Education, Companies, Associations and the General Public. 

Jeanne works with a team of highly trained professionals in related fields for her clients’ convenience.  She has five designations in her field:   LUTCF, CFBS, CFS, CLTC and CLU.  She speaks extensively in industry and academia, including Baruch College, Pace College, New York University, The American College for Financial Planners, The Learning Annex, as well as for various industry associations such as the NYSSCPA’s, the FAE and various Estate Planning Councils in New York.   Jeanne has given more than 80 seminars that were approved for continuing education credits in New York and New Jersey for CPAs, Attorneys and her profession.  Jeanne has also been a member of MDRT for many years, which represents the top 1% of the financial services industry. 

 Giving back to her community is a passion. Jeanne has served on the board of her professional association as the Educational Chair (NYCAIFA) and was on the board of the nationally recognized non-profit organization Savvy Ladies for five years.  She is quoted in media and she has appeared by reference in Real Estate Weekly, Financial Planning Magazine, The Green, Golf beyond the Links Magazine, Registered Rep, CNBC online, Smartmoney.com, CFO Magazine and Oprah Winfrey’s Web site, as well as many other publications and Web sites.  Jeanne also runs a 7 part weekly teleseminar on Teusday evenings at 8 Pm EST on Financial Planning several times a year.  To register go to her website at www.askjeannebrutman.com.

Jeanne is a native New Yorker, baker, shutterbug, voracious reader and an avid plant collector.  Jeanne is also a mom of two children and is a resident of Upper Grandview in Nyack New York.

 

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