Brooke Bastiaans, CFP®, AIF®
Para-planner
Brooke is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® with a Master of Science degree in Financial Planning from the College for Financial Planning.
Originally from Ventura County, Brooke started her career in the financial services industry in 2019, where she has held various advisory and planning support roles. Brooke joined our practice in 2024 as a Client Services Manager. In 2025, she was appointed as a CFP® and was promoted shortly thereafter. As a Para-planner, Brooke plays an integral role in crafting customized strategies to help clients achieve their goals. Additionally, she supports our Investment and Insurance operations to enhance the client experience.
Brooke enjoys connecting with others over coffee, traveling to new places, and surfing along the California coast.