Focus Partners Wealth
Brooke Warner, CFA, CFP®, currently serves as a Wealth Advisor at Focus Partners Wealth since September 2024, where a comprehensive range of services is provided to help clients manage their financial futures. Prior to this role, Brooke spent nearly seven years as a Wealth Advisor at HoyleCohen, LLC, contributing to the firm’s successful merger with The Colony Group and subsequent rebranding. Earlier experience includes serving as Director of Wealth Management at WFA Wealth Managers, where financial life plans were created to align with clients' ideal lives, and as a Financial Consultant at AXA Advisors, LLC, focusing on building secure financial futures. Brooke holds a BS in Business Administration with a concentration in Finance from California Polytechnic State University-San Luis Obispo, earned between 1999 and 2003, and completed secondary education at Leigh High School from 1995 to 1999.
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Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.