Broker Check
Craig  Brooks, CFP®

Craig Brooks, CFP®

Wealth Advisor

With 14 years’ experience as a CERITIFED FINANCIAL PLANNER™, Craig has assisted his clients through a myriad of financial investment strategies. By listening to their life story and discovering their future plans, Craig helps to identify what his client’s goals really are. His seasoned experience leads them to a realistic financial plan in all facets of life. Through education and sound advice, Craig is with you every step of the way assuring that you are not alone in your financial journey.

Craig received his Bachelor of Science degree in Finance from Santa Clara University.