Gretchen Brunner

Gretchen Brunner Email and Phone Number

Wealth Manager at Comprehensive Planning Associates, Ltd. @
Gretchen Brunner's Location
Fairfield, Connecticut, United States, United States
About Gretchen Brunner

Gretchen is President and Director of Operations of Compass. Gretchen believes in working with clients to help them live the life they want today while planning for the life they want in the future. Gretchen provides financial services including preparation of comprehensive financial plans, tax planning, portfolio management, and tax preparation for pre-retirees, retirees, and business owners. Insurance products and services, fee-based financial planning and investment advisory services are offered by Comprehensive Planning Assoc, Ltd (Compass) a Registered Investment Advisor in the State of Connecticut. Securities are offered by Gretchen Brunner through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Comprehensive Planning Assoc, Ltd (Compass) and Gradient Securities, LLC are not affiliated companies.Check the background of this investment professional on https://brokercheck.finra.org/

Gretchen Brunner's Current Company Details
Comprehensive Planning Associates, Ltd.

Comprehensive Planning Associates, Ltd.

Wealth Manager at Comprehensive Planning Associates, Ltd.
Gretchen Brunner Work Experience Details
  • Comprehensive Planning Associates, Ltd.
    Wealth Manager
    Comprehensive Planning Associates, Ltd. Jul 2004 - Present
  • Comprehensive Planning Associates, Ltd.
    Bookkeeper
    Comprehensive Planning Associates, Ltd. Aug 1998 - Jul 2004
  • Novogen
    Logistics Manager
    Novogen Aug 1999 - Jul 2004

Gretchen Brunner Skills

Wealth Management Portfolio Management Investments Strategic Financial Planning Retirement Planning Investment Advisory Asset Management Financial Analysis Retirement Series 7 Asset Allocation Financial Advisory Investment Strategies Estate Planning Tax Preparation Estate Tax Planning

Gretchen Brunner Education Details

  • University Of Connecticut
    University Of Connecticut
    Information Systems
  • University Of Connecticut
    University Of Connecticut
    Psychology

Frequently Asked Questions about Gretchen Brunner

What company does Gretchen Brunner work for?

Gretchen Brunner works for Comprehensive Planning Associates, Ltd.

What is Gretchen Brunner's role at the current company?

Gretchen Brunner's current role is Wealth Manager at Comprehensive Planning Associates, Ltd..

What schools did Gretchen Brunner attend?

Gretchen Brunner attended University Of Connecticut, University Of Connecticut.

What skills is Gretchen Brunner known for?

Gretchen Brunner has skills like Wealth Management, Portfolio Management, Investments, Strategic Financial Planning, Retirement Planning, Investment Advisory, Asset Management, Financial Analysis, Retirement, Series 7, Asset Allocation, Financial Advisory.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.