About Us

Gary Brush CFP

Chief Investment Officer
Phone: (732) 292-3381

 

 

Gary Brush has 20 years of experience in the financial services sector. He uses this experience and his analytical skills to develop quantitative financial plans that help his clients establish financial goals and monitor progress towards meeting them. Mr. Brush has been a frequent speaker at educational seminars on financial topics in a variety of venues across the state of New Jersey.

Niche areas of Mr. Brush’s practice include


  • ? Helping clients prepare a retirement income plan to assess their retirement readiness
  • ? Helping clients manage their retirement nest egg and cash flow to sustain their desired life style
  • ? Helping parents of special needs children deal with the variety of issues that they face
  • ? Helping clients deal with the challenges of employment transition
  •  



Mr. Brush obtained the B.S. degree in statistics from the University of Delaware and the M.S degree in Mathematical Statistics from Rutgers University.


Mr. Brush is an accomplished endurance athlete and in recent years completed two Ironman 70.3 triathlons.


 


CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


 

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Modern Planning Group, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Modern Planning Group, LLC is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck