Every now and again you come across people and companies doing business in a way that disrupts their industry and turns heads. Brooke Warner is one of those people, making an impact in people's lives through her work as a CFA at WheelerFrost Wealth Management. Brooke brings extensive experience in the financial industry, including several years working with clients as a financial adviser, and prior experience as a financial analyst. She is passionate about building relationships with clients and helping them to achieve their financial dreams. Brooke especially enjoys educating other women about making sound financial decisions. Brooke earned her CFA Charter in 2009, and is an active member of the CFA Society of San Diego. She currently holds her FINRA Series 66 license. Brooke graduated from Cal Poly in San Luis Obispo, CA with a B.S. in Business Administration and a concentration in Financial Management, after growing up in San Jose, CA. In her free time, Brooke enjoys competing in half-marathons and triathlons, hiking, camping, and traveling around the globe. She is also a member of the Triathlon Club of San Diego, and is actively involved with her church. Make sure to tune in above for Brooke's radio debut to glean more from her expertise!
Renell Nailon and Dr. John Wixted, this episode's Heroes of the Week, are also disrupting the status quo in their spheres of influence. Together they have brought together a massive research and education institution, University of California - San Diego, and local out of school programming for underserved youth in East San Diego County. Their story will inspire and move you to live with imagination on behalf of your community, to make connections that serve the good of all. It all started when Renell posed a bold question to Dr. Wixted, who at the time chaired the psychology department at UCSD. Renell wanted to know why an institution with as much resources and reach as UCSD had not yet focused its efforts on bettering the lives and education of our regions undeserved youth. Tune in above to hear the rest of their story of partnership and innovative research and program development for our communities youth.
- Contact Brooke Warner for your financial management needs. As a fee-only, federally-registered investment advisory firm, Brooke and her team strive to act in your best interest always. They do not accept any sales commissions or any other compensation – ever.