Brook Deaver, Cfp®, Mba

Brook Deaver, Cfp®, Mba Email and Phone Number

Partner & Financial Advisor | CFP® | Passionate About Guiding Clients Toward Financial Confidence & Success | Retirement Income Planning | Estate Planning Strategist | Working with clients nationwide @ Infinitas, LLC
overland park, kansas, united states
Brook Deaver, Cfp®, Mba's Location
Overland Park, Kansas, United States, United States
Brook Deaver, Cfp®, Mba's Contact Details
About Brook Deaver, Cfp®, Mba

With over two decades of experience in the financial services industry, I am a CERTIFIED FINANCIAL PLANNER® professional committed to helping clients achieve their financial goals through thoughtful, strategic planning. My approach is focused on delivering customized financial solutions that are aligned with each client’s unique objectives, whether that involves retirement planning, investment management, or wealth preservation.I work closely with individuals and families to provide comprehensive guidance that empowers them to make informed financial decisions and secure long-term financial success. As a member of Infinitas Wealth Management, I collaborate with a team of highly skilled professionals to ensure that our clients receive the highest level of service and expertise.In addition to my professional work, I am dedicated to maintaining a balanced life, enjoying time with my family, and pursuing personal interests such as golf and time at our lake house. I am passionate about delivering exceptional, client-focused financial advice and building lasting relationships based on trust and integrity.If you are looking for a financial advisor who prioritizes long-term success and personalized service, I would be happy to connect.Securities and advisory services offered through Commonwealth Financial Network®, Member http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through CommonwealthThe Financial Advisor associated with this profile may only discuss or transact business with residents of states in which he is properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Brook Deaver, Cfp®, Mba's Current Company Details
Infinitas, LLC

Infinitas, Llc

View
Partner & Financial Advisor | CFP® | Passionate About Guiding Clients Toward Financial Confidence & Success | Retirement Income Planning | Estate Planning Strategist | Working with clients nationwide
overland park, kansas, united states
Website:
infinitaskc.com
Employees:
27
Brook Deaver, Cfp®, Mba Work Experience Details
  • Infinitas, Llc
    Financial Advisor
    Infinitas, Llc Feb 2017 - Present
    10801 Mastin Blvd., Ste 370 Overland Park, Ks 66210
    Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Infinitas, LLC. 10801 Mastin Blvd, Suite 370, Overland Park, KS 66210 (913)563-7300.Please review our Terms of Use here: www.commonwealth.com/termsofuse.htmlThis communication is strictly intended for individuals residing in the states of CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, MA, MO, MS, NE, NV, NY, OK, PA, SD, TN, TX, and WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
  • Gateway Wealth Management
    Financial Advisor
    Gateway Wealth Management Dec 2006 - Feb 2017
  • Legacy Financial Group
    Financial Advisor
    Legacy Financial Group Oct 2003 - Dec 2006
  • Sprint Nextel
    Sr. Financial Analyst
    Sprint Nextel 1997 - 2003

Brook Deaver, Cfp®, Mba Skills

Estate Planning Customer Service Securities Strategic Financial Planning Investments Wealth Management Retirement Planning Strategic Planning Finance

Brook Deaver, Cfp®, Mba Education Details

Frequently Asked Questions about Brook Deaver, Cfp®, Mba

What company does Brook Deaver, Cfp®, Mba work for?

Brook Deaver, Cfp®, Mba works for Infinitas, Llc

What is Brook Deaver, Cfp®, Mba's role at the current company?

Brook Deaver, Cfp®, Mba's current role is Partner & Financial Advisor | CFP® | Passionate About Guiding Clients Toward Financial Confidence & Success | Retirement Income Planning | Estate Planning Strategist | Working with clients nationwide.

What is Brook Deaver, Cfp®, Mba's email address?

Brook Deaver, Cfp®, Mba's email address is br****@****int.com

What is Brook Deaver, Cfp®, Mba's direct phone number?

Brook Deaver, Cfp®, Mba's direct phone number is +191366*****

What schools did Brook Deaver, Cfp®, Mba attend?

Brook Deaver, Cfp®, Mba attended The University Of Kansas, Kansas State University.

What skills is Brook Deaver, Cfp®, Mba known for?

Brook Deaver, Cfp®, Mba has skills like Estate Planning, Customer Service, Securities, Strategic Financial Planning, Investments, Wealth Management, Retirement Planning, Strategic Planning, Finance.

Who are Brook Deaver, Cfp®, Mba's colleagues?

Brook Deaver, Cfp®, Mba's colleagues are Dianne Dowler, Brian Francis, Mba, Qpfc®️, Cfp®️, Michael Orndorff, Cfa®, Haley Bryant, Tammy Tetzlaff, Aif®, Qpa, Qka, Chad Berg, Tim Disette Chfc, Aif®.

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