About
Scott Brooks CFP®, CES, CSS
Growing up in Moorpark, CA, just north of Los Angeles, I was shaped by the influences of both my parents. My father, a business owner, instilled in me a strong work ethic and entrepreneurial spirit. Meanwhile, my mother, a dedicated second-grade teacher, nurtured my belief in the power of education and the potential it holds for personal growth. Her belief in my potential as an educator resonated deeply, though I eventually found my calling in a different classroom—educating clients about their finances.
Equipped with certifications as a Certified Financial Planner™ (CFP®), Certified Social Security and Medicare Specialist (CSS), and Certified Estate and Trust Specialist (CES), means I can help you craft your retirement plan with confidence.
On a personal note, I recently celebrated a milestone by marrying my partner, Paige. We first crossed paths at Colorado State University, where we both proudly earned our degrees. While I pursued my passion on the football field, Paige immersed herself in the world of engineering, laying the foundation for her successful career.
Our time at Colorado State holds a special place in our hearts, shaping not only our academic and professional paths but also fostering lifelong friendships and cherished memories.
With a commitment to transparency and client-centric solutions, I am dedicated to providing personalized advice tailored to your financial goals. Whether you’re planning for retirement, managing investments, or securing your financial future, I am here to empower you with knowledge and clarity.
Certifications
CERTIFIED FINANCIAL PLANNER™
Certified Social Security and Medicare Specialist
CSS | FINRA.org
Certified Estate and Trust Specialist