Donovan Brooks, CFP®
Specialties
Millennials Professionals
Equity/Stock Compensation
Tech Professionals
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About Donovan
Firm
Bio
Hello! My name’s Donovan and I’ve been in the financial services industry since 2011. I started my own firm because of a huge disconnect between Millennials trying to obtain quality financial advice and advisors willing to help them. And I wanted to be a part of changing that.
I get the privilege of serving Millennials by guiding towards prospering with purpose. As a CERTIFIED FINANCIAL PLANNER™ , I get to walk beside my clients throughout life and provide valuable financial advice that’s going to allow them to live their great life.
Address*
3801 Oakland Avenue Suite 205B
Saint Joseph, MO 64506
*Also works virtually
Phone
Website
How can we work together?
Depending on the complexity, I’ve structured my business to work clients in a limited fashion OR through a long-term engagement.
Whether you’re looking for a one-time financial plan (a one-time engagement) or an ongoing relationship, it all starts with a call.
I’ve designed this process for determining if we’re a good fit AND so that you’ll receive value along the way. Regardless of how far you progress through this process, I’ve designed it so that you’ll be a more informed and better consumer coming out of it.
It all starts with a short 45-minute phone call just to make sure you’re in the right place (I wouldn’t want us to waste any of your valuable time). If you aren’t, I’ll try and refer you to someone, or some resources, that are a better starting point for you.
You can learn more about my process by clicking the button below.
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