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

Dave Brooks, CFP®

MS,ChFC®,CLU®

President

Focus 3D

1120 N Eglin Pkwy
Shalimar, FL 32579
(850) 723-1333

General

Dave Brooks is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Focus 3D in Shalimar, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • 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

More

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