Meet the Team

At our firm, we have the client—and only the client—in mind.

Craig Brooks, CFP®

With over 15 years of experience, Craig has extensive knowledge in portfolio management and comprehensive financial planning. He helps identify your goals and plan for the variety of needs that individuals, families, and businesses encounter. Craig is with you every step of the way, assuring you are not alone on your financial journey.

Born and raised in Campbell he attended Bellarmine College Prep and received his Bachelor of Science in Finance from Santa Clara University. When not working he enjoys spending time with his family, travelling, golfing, and standup paddle boarding.

Our Strategic Resource

Brooks Wealth Management's broker dealer is LPL Financial. LPL Financial is a value driven firm that supports independent advisors across the country.

With LPL Financial as our broker dealer, we access deep resources that allow us to serve you better.

LPL also act as the custodian for your funds and assets.

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.