Brooke  Napiwocki,  CFP<sup>&reg;</sup> - Financial Advisor

Brooke Napiwocki, CFP®

MBA

Financial Planner

Crescendo Wealth Management

1242 13th Ave
Grafton, WI 53024
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General

Brooke Napiwocki is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crescendo Wealth Management in Grafton, WI and the surrounding communities.

Financial Advisor Overview

Financial Planner serving mid-career professional women and couples throughout Southeastern Wisconsin and Ozaukee County. Clients choose Crescendo Wealth Management because they are seeking a non-traditional approach to financial advising; integrating the realities and complexity of family life with your financial goals as part of a holistic financial planning process.

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Financial Advisor Experience

My work experience and education have always been concentrated in finance but I am most interested in using that background to simplify concepts and recommendations for clients so that they can more easily make informed financial and life decisions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: WI
  • Health/disability insurance: WI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

The Financial Advisors of Crescendo Wealth Management are Registered Representatives with and Securities and Advisory Services are offered through JW Cole Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on the profile do not reflect the views of JW Cole Financial and have not been reviewed by JW Cole Financial for accuracy and completeness. For a list of states which Crescendo Advisors are registered please visit www.crescendowm.com.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Investment Management, Corporate Finance, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Insurance, Life Planning, Retirement, Startup, Starting a Family, Medical & Health Issues, Special Needs, Personal Taxes, Women's Finances

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