Gary Brooks

Gary Brooks Email and Phone Number

CFP® - Partner at Mission Wealth @ Mission Wealth
Gig Harbor, WA, US
Gary Brooks's Location
Gig Harbor, Washington, United States, United States
Gary Brooks's Contact Details

Gary Brooks work email

Gary Brooks personal email

n/a
About Gary Brooks

I am a CERTIFIED FINANCIAL PLANNER™ and partner at Mission Wealth Management serving clients mostly in Western Washington but also throughout the West Coast. I wrote a monthly personal finance column for the Tacoma News Tribune from 2008 though August 2024.I chair the investment committee for the Greater Tacoma Community Foundation, guiding the management of over $175 million to support charitable causes and donor intent. Specialties: Socially responsible (SRI/ESG) investing, wealth management, retirement income planning, comprehensive financial life planning, investments, charitable giving, college funding, asset allocation.

Gary Brooks's Current Company Details
Mission Wealth

Mission Wealth

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CFP® - Partner at Mission Wealth
Gig Harbor, WA, US
Website:
missionwealth.com
Employees:
166
Gary Brooks Work Experience Details
  • Mission Wealth
    Mission Wealth
    Gig Harbor, Wa, Us
    View
  • Mission Wealth
    Partner, Senior Wealth Advisor
    Mission Wealth Aug 2023 - Present
    Santa Barbara, California, Us
    Mission Wealth is a nationally-recognized, award-winning firm delivering financial planning, investment strategy, tax, estate and philanthropic guidance to clients. I serve clients primarily in the Pacific Northwest. Nationally, clients trust Mission Wealth with the investment of over $10 billion of personal wealth.
    View
  • The News Tribune
    Personal Finance Columnist
    The News Tribune Nov 2008 - Aug 2024
    Tacoma, Washington, Us
    I wrote a monthly personal finance column for Tacoma's daily newspaper, The News Tribune for nearly 16 years. The monthly articles cover financial planning, investing and many related topics.
    View
  • Bhj Wealth Advisors
    President, Certified Financial Planner
    Bhj Wealth Advisors Sep 2009 - Jul 2023
  • Financial Life Design
    President, Cfp
    Financial Life Design Mar 2008 - Sep 2009
  • Russell Investment Group
    Senior Writer - Private Client Services
    Russell Investment Group Aug 2000 - Mar 2008
    Seattle, Wa, Us
    View
  • Cbssports.Com
    Major League Baseball Editor
    Cbssports.Com Jan 1999 - Aug 2000
  • The News Tribune
    Reporter
    The News Tribune Sep 1992 - Dec 1998
    Tacoma, Washington, Us
    View

Gary Brooks Skills

Retirement Planning Wealth Management Asset Allocation Investments Personal Finance Financial Advisory Strategic Financial Planning Financial Planning Investment Advisory Financial Planners Portfolio Management Long Term Care Life Planning Financial Advice Charitable Gift Planning

Gary Brooks Education Details

  • University Of Puget Sound
    University Of Puget Sound
    Communications
  • College For Financial Planning
    College For Financial Planning
    Chartered Sri Counselor

Frequently Asked Questions about Gary Brooks

What company does Gary Brooks work for?

Gary Brooks works for Mission Wealth

What is Gary Brooks's role at the current company?

Gary Brooks's current role is CFP® - Partner at Mission Wealth.

What is Gary Brooks's email address?

Gary Brooks's email address is ga****@****ors.com

What schools did Gary Brooks attend?

Gary Brooks attended University Of Puget Sound, College For Financial Planning.

What skills is Gary Brooks known for?

Gary Brooks has skills like Retirement Planning, Wealth Management, Asset Allocation, Investments, Personal Finance, Financial Advisory, Strategic Financial Planning, Financial Planning, Investment Advisory, Financial Planners, Portfolio Management, Long Term Care.

Who are Gary Brooks's colleagues?

Gary Brooks's colleagues are Victoria Wessler, Jenna Rogers, Ms, Cfp, Carroll W. "bill" Hayes, Alison Miller, Brad Stark, Ms, Cfp®, Amanda Thomas, Ms, Cfp®, Bryan Behamta.

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