Wealth Advisor@ Thrivent
Phoenix, Arizona, United States
Brian Brooks
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FlashIntel GPTBrian Brooks is a highly experienced financial planner with 23.5 years of work experience. He specializes in retirement planning, investments, insurance, and strategic financial planning. Based in Scottsdale, Arizona, Brian is a Certified Financial Planner and specializes in pre-retired and retired markets. He is passionate about helping individuals grow, protect, and transfer their assets. Brian's expertise includes insurance and investment planning. He has worked at Thrivent Financial in Minneapolis, Minnesota, as a Wealth Advisor in the Finance department.
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About
I started my career as a financial planner in 2000. I have since become a Certified Financial Planner and specialize in the pre-retired & retired markets. I am passionate about helping people grow, protect & transfer their assets. Specialties: Insurance & investment planning.
Work Experience
Wealth Advisor
Wealth Advisor
Financial Services
Brian Brooks's Professional Milestones
- Wealth Advisor (2000-05-01~): Efficiently managed financial planning and valuation, providing accurate data and guidance to clients.
- Wealth Advisor: Guided clients through complex complex financial transactions, navigating complex challenges and providing expert guidance.
Skill
Retirement Planning
Investments
Insurance
Retirement
Fixed Annuities
Series 7
Strategic Financial Planning
Mutual Funds
Estate Planning
Long Term Care
Wealth Management
Iras
Investment Advisory
Portfolio Management
Uniform Combined State Law
Certification
Colleagues
Tanya Hinton
Senior Product Owner
Elizabeth Bertani
Project Manager | Product Owner | Advanced Scrum Master | A-CSM
Ron Ready
contact center product owner at thrivent financial
Lisa Carey
product owner * agile * scrum master * product leader * senior business analyst * project management * relationship building * cross-functional influencer
Linsey Wickesberg
Product Owner
Other Named Brian Brooks
Frequently asked questions
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We found 3 Brian Brooks's phone numbers
Brian Brooks's social media include: Linkedin,
Brian Brooks works for Thrivent
Brian Brooks's role in Thrivent is Wealth Advisor
Brian Brooks works in the industry of Financial Services
Brian Brooks's colleagues are Tanya Hinton,Elizabeth Bertani,Ron Ready
Brian Brooks's latest job experience is Wealth Advisor at Thrivent
