About Cliff
Meet the CFP® and Enrolled Agent behind High Touch Financial Planning.
I'm Cliff Brockmann, a CFP® and Enrolled Agent based in northern New Jersey. I spent nearly a decade at traditional firms watching disciplined people get overcharged simply because they followed the right advice and built real wealth.
I've seen clients sitting in annuities and whole life insurance policies they didn't understand, sold to them by advisors who had quotas to hit. I've seen people paying $15,000 a year in fees and not knowing what they were getting for it. I started High Touch Financial Planning because there's a better way.
My clients aren't just numbers. They're people trying to make smart decisions with what they've worked hard to build.
Credentials That Work Together
CERTIFIED FINANCIAL PLANNER
The CFP® designation covers the full planning picture: investments, retirement, insurance, estate, and cash flow.
Enrolled Agent
The EA credential is the highest awarded by the IRS. It means your tax picture and your financial plan are handled by the same person, not two professionals who never talk.
Want to see how these credentials shape the way I actually manage money? Read my investment philosophy.
In the Press
Cliff's perspective has been featured by national financial publications.
ThinkAdvisor June 2026
"Crazy enough, most people do not know the rule is you can collect your parents' benefits up until you graduate high school even if you are already 18."
On avoiding the most common Social Security survivor benefit mistakes, a topic Cliff learned first-hand when his mother was widowed while he was in high school.
Yahoo Finance
"You are required to have a high-deductible health plan, but most people who have one don't max it out because they are unaware they can invest the money in their HSA for long-term growth."
On the HSA as one of the most under-utilized tax strategies available to savers.
Life Outside the Office
When I'm not working with clients, you'll find me here:
Want to see if we're a good fit?
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