About

We are dedicated to serving the needs of our clients

What We Do


Not that long ago the stock market roller coaster destroyed billions of investment plans again as it has done historically time and time again.

Today fees, hidden costs, inflation, and taxes continue to erode the unwary investor’s assets. We are all investors, whether we think of it that way or not. Brooks Financial brings awareness to the table.

Brooks Financial holds your interests first and foremost.

Taking a holistic approach to developing your strategic plan to include not only your investment portfolio, but your cash flow management, insurance, tax planning, retirement and estate planning.

Brooks Financial becomes the “hub”, bringing together your team of professionals to create the holistic perspective for your plan. Brooks Financial creates that personalized plan through real wealth management.

 

Who We Are


Tesia Brooks

Tesia Brooks CFP MFA CDFA CFDS

As a Financial Professional, Tesia Brooks is dedicated to serving the needs of her clients.

Tesia’s training as a …

  • Certified General Accountant (CGA)
  • Certified Financial Planner (CFP®)
  • Master Financial Advisor (MFA™) – Specialist in Retirement Income Planning
  • Certified Divorce Financial Analyst (CDFA™)
  • Chartered Financial Divorce Specialist (CFDS)
  • Income Tax Consultant
  • Private Equity Specialist

… brings her the financial expertise required to assist clients in navigating through the complex world of finances.

 

 

Workshops


Brooks Financial holds regular seminars and workshops, open to all.

These informational sessions are held in small group sessions on various topics ranging from investment planning, retirement income planning, and divorce financial analysis and planning.

These seminars empower you as a client by giving you the knowledge and confidence to make decisions, not just on the advice of a sales representative but based on your own knowledge and insight. The more you understand about how your financial affairs can work for you (or how they may not be working for you now) the more secure you will feel going forward.

People stay engaged when they plan what’s next, and disengaged when they fear what’s next. Understand and stay engaged in your financial planning and future.

Ready to get Started?

Contact Us for a free strategy session!