Dave  Brooks,  CFP<sup>&reg;</sup> - Financial Advisor

Dave Brooks, CFP®

MS,ChFC®,CLU®

District Advisor

First Command Financial Planning

1120 N Eglin Pkwy
Shalimar, FL 32579
(850) 613-6990

General

Dave Brooks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Command Financial Planning in Shalimar, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 26, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MS (M.S. Personal Financial Planning)

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Mutual Funds, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth

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