CA Insurance License #0M39233
Brooke is dedicated to guiding businesses, families and individuals with the accumulation and preservation of wealth through comprehensive investment, retirement, estate, risk management and business succession strategies. Brooke utilizes her knowledge and experience in combination with the expertise of a team of specialists available at Tax and Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives.
Brooke graduated from The Master’s University with a Bachelor of Science Degree in Business administration with emphasis in Marketing and Management. Brooke holds the Series 7 and Series 66 registrations, the Life and Health Insurance License, as well as the variable life and annuity license. Brooke is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC.
In her spare time, Brooke enjoys photography, surfing, traveling, and spending time with friends and family. Brooke currently resides in Irvine, CA with her husband Jacob.
Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Tax and Financial Group is independently owned and operated. 4001 MacArthur Boulevard, 3rd Flr. Newport Beach, CA 92660, 3484645 DOFU 03/2021