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Gretchen B
CFP®, Series 66
Fairfield, CT
Compass
Gretchen Brunner is a CFP® with 20 years of industry experience, currently affiliated with Compass. She has held roles at M & G Brunner LLC since 2019 and Comprehensive Planning Associates, Ltd. since 2004. In addition to her advisory work, she serves as an enrolled agent managing tax preparation and office operations. Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts. The firm integrates fundamental, technical, and cyclical analysis in its investment approach and offers ongoing consulting along with educational seminars and workshops.
Michael B
Series 65
Fairfield, CT
Compass
Michael Baran is a Series 65-licensed financial advisor at Comprehensive Planning Associates, Ltd. in Fairfield, CT, with three years of industry experience. Prior to his current role, he worked at People's United Bank and has experience outside financial services, including pest control and landscaping. He is also licensed as an insurance agent. Comprehensive Planning Associates offers discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates. The firm integrates fundamental, technical, and cyclical analysis in its investment approach and conducts public seminars and workshops on investments and advisory services.
Matthew B
Series 63, Series 65
Fairfield, CT
Compass
Matthew Brunner is a financial advisor at Compass with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Comprehensive Planning Associates, Ltd. since 2011. Outside of his advisory work, he co-hosted a fishing-related venture, Fishing with Matt and Josh, from 2007 to 2023. Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates. The firm uses a documented investment policy and combines fundamental, technical, and cyclical analysis in portfolio construction, while also offering educational seminars and workshops.
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