Broker Check
Kevin BrooksCFP®

Kevin Brooks
CFP®

Registered Investment Advisor

Kevin L. Brooks is a registered Investment Advisor and a CERTIFIED FINANCIAL PLANNERTM Professional with thirty years of dedicated personalized service to our clients.

Kevin began working in the Financial Services Industry in 1989 for a large New York based Insurance Company. While there, he became one of the Fee Based Financial Planners for their Securities Branch.

 

Those years of experience and training allowed him to go out on his own and open Brooks Financial Services in 1996. That year he became an independent Registered Investment Advisor.

Kevin continues to help people manage their finances through a Comprehensive Wealth Management Approach.