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

Brooke Napiwocki, CFP®

MBA

Director, Senior Wealth Manager

Lido Advisors

1333 W. Towne Square Road
Mequon, WI 53092
FINANCIAL ADVISOR'S WEBSITE
2623024893 CONNECT WITH Brooke
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General

Brooke Napiwocki is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Lido Advisors in Mequon, WI and the surrounding communities.

Financial Advisor Overview

Brooke focuses on partnering with mid-to-late career professional women and couples navigating a personal or financial transition. She specializes in charitable and family gifting strategy, executive and senior leader compensation and benefits, post-transition financial strategy, and values-based planning.

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Financial Advisor Experience

Brooke focuses on partnering with mid-to-late career professional women and couples navigating a personal or financial transition. She specializes in charitable and family gifting strategy, executive and senior leader compensation and benefits, post-transition financial strategy, and values-based planning. Brooke joined Pegasus Partners in 2022—prior to Pegasus’ partnership with Lido in 2024—and served as a Wealth Advisor and a member of the Pegasus Partners’ Financial Planning Committee. Prior to Pegasus Partners, she was the Director of Financial Planning at Crescendo Wealth Management and a Wealth Advisor at Bronfman E.L. Rothschild (formerly Baker Tilly Investment Advisors). She began her career in commercial banking, working for M&I Bank and BMO Harris Bank.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources