Adam M. Brooks, CFP®Managing Partner
Phone: (480) 258-6108 As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Adam Brooks has been guiding individuals, businesses, and non-profit organizations toward their financial goals since 1993. In addition to his work as a financial advisor, Adam has served as an adjunct faculty member at Paradise Valley Community College. Additionally, Adam previously hosted a radio show on KFNN 1510 AM for over two years called "The Truth About Money." Adam is a 1993 graduate of the University of Arizona, where he earned his Bachelor's in Finance. In 2003, he earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which requires specific educational requirements, experience, a certification examination, and adherance to the CFP Board's Code of Ethics. Adam lives in Scottsdale with his wife, Cindy, and their three sons, Jordan, Dylan and Cameron. When he is not serving the interests of his clients, he actively serves his community in a variety of leadership positions. He is also on the Board of Directors for the Valley of the Sun Jewish Community Center, serving as the Treasurer. He is a past recipient of the Esther Leah Ritz Next Generation Award from the Jewish Community Center Agency and the Arizona Recipient of the Under 35 Grant Recipient to the American Jewish Committee's National Conference in 2005. When he is away from the office, Adam enjoys coaching his kids' sports teams and participating in endurance sports, such as swimming, cycling, and running.
CAR 1011-3943  About Us
|
||