Brewster Financial Planning LLC

Wen Jie Lin Ham is a CFP® professional with four years of industry experience, currently serving at Brewster Financial Planning LLC. She has been with Brewster Financial Planning since 2008, working within a three-advisor team based in Brooklyn, NY. Brewster Financial Planning provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a fee-only, SEC-registered model, employing goal-based investment policies and primarily using passively managed index funds and ETFs for globally diversified portfolios.

Edwin Adams is a financial advisor at Brewster Financial Planning LLC in Brooklyn, NY, holding a Series 65 designation with two years of industry experience. He has been with Brewster Financial Planning since 2016. Brewster Financial Planning provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm operates as a fee-only, SEC-registered adviser using goal-based investment policies and primarily passive, globally diversified portfolios.

Charles Brewster is a CFP® professional with 24 years of experience in financial advising. He has been with Brewster Financial Planning LLC since 2007, where he is a principal. The firm provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Brewster Financial Planning operates as a fee-only, SEC-registered adviser that employs goal-based investment policy statements and primarily uses passively managed index funds and ETFs to build globally diversified portfolios.