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MS, CFP®, CSA®
President, Winning Strategies Group, LLC
Brigitte Bromberg has been building her expertise in strategic risk management since 1984. She has a deep familiarity with the products on the market, the carriers who offer them and approaches for incorporating them into an overall financial plan for an individual, family or business.
Advisors such as financial planners, attorneys and accountants rely on Brigitte's objectivity and straight talking approach. They entrust their clients to her because they know her emphasis will be on the people rather than on the policy. Clients value her ability to focus on their desire to maintain independence and protect their families, assets and businesses.
She also uses her knowledge to blog and educate on the ins and outs of Long Term Care Insurance.
I own every single type of policy I sell even though I cannot imagine any of those things happening to me.
Most people find it incredibly liberating to “set it, forget it and move on.”
Brigitte specializes in four distinct areas of risk management:
She is skilled at managing "hard to place" risks, obtaining the best possible coverage for the most reasonable price. She also specializes in weaving insurance products into the mix to ensure the longer-term viability of closely-held business - and to maximize the value of estate planning. Brigitte is knowledgeable, resourceful and generous with her time.
Unlike most people in their field, Brigitte selected risk management as her first career; she has a true passion for it. She founded Winning Strategies Group in 2001.
In season, Brigitte is an avid boater. Out of season she enjoys antiquing and auctions. Brigitte has a passion for live music - particularly blues and music from the 70s and 80s. She enjoys playing piano and guitar. Brigitte has two adult sons and lives in Lake Hopatcong, NJ.
Education & Designations:
Master of Science in Financial Service (MSFS) with a specialty in Estate Planning, through the College of Financial Planning, Denver, CO.
Certified Financial Planner CFP®, Certified Financial Planner Board of Standards, Inc.
Certified Senior Advisor CSA®, Society of Senior Advisors
Registered Representative; Series 7, Series 63, Series 65 Investment Advisor Representative
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