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Financial Planner Brooke  Salvini, CPA/PFS, CFP® in Avila Beach CA

Brooke Salvini, CPA/PFS, CFP®

Principal at Salvini Financial Planning
Avila Beach, California

(805) 543-6622



Contact Details

Company Name Salvini Financial Planning
Logo Salvini Financial Planning Company Logo by Brooke  Salvini, CPA/PFS, CFP® in Avila Beach CA
Position Principal
Website
Online Social Profiles
Main Phone (805) 543-6622
Main Location
30 San Miguel Street
P.O. Box 102
Avila Beach, CA 93424
United States
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Professional Background

Form ADV Brochure View my Form ADV: Firm Brochure
Registrations All written content on this site is for information purposes only. Opinions expressed herein are solely those of the owner and principal of Salvini Financial Planning. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing a stock should not be construed to be a recommendation of that stock by any owner or principal of Salvini Financial Planning.
Associations AICPA, CalCPA
Credentials CPA/PFS, CFP
Fees and Services Hourly, Fixed Fees

About Salvini Financial Planning

Congratulations on locating the Garrett Planning Network. You are on the road to establishing a relationship with a financial planner dedicated to working for you without the conflicts of interest often present in other financial advisory relationships.

 

I am very proud to be associated with this group of professionals. We are committed to giving individuals from all walks of life access to quality financial planning advice.

 

I only offer my services on an hourly or per project fee basis, similar to doctors, dentists, attorneys, etc. I do not accept commissions or sell investment products. This frees me to concentrate on your financial goals and offer the best advice for your unique situation, without regard for someone else's agenda. Less than 1% of financial planners adhere to this hourly-as-needed, fiduciary relationship with their clients.

 

I graduated from Pepperdine University with a Business and Accounting degree and have been a Certified Public Accountant since 1984, having started my career in 1981 with Deloitte & Touche in Los Angeles. My corporate career was interesting and varied, but I was always most interested in helping individuals face the financial challenges that occur at different life stages.

 

I realized a professional dream in 1999 when I established my own practice, Salvini Financial Consulting. Since 2003 I have focused on personal financial planning.

 

I have received the designation of Personal Financial Specialist from the American Institute of Certified Public Accountants in addition to the CERTIFIED FINANCIAL PLANNER™ certification.

 

Salvini Financial Planning is a Registered Investment Advisory firm in the state of California and is a member of the AICPA and California Society of CPA's.

 

Salvini Financial Planning provides advice and financial coaching in the following areas:

  • College Funding
  • Retirement and Financial Independence Planning
  • Investment Planning
  • Cash Flow and Debt Management
  • Risk Management
  • Estate Planning
  • Tax Planning and Individual Tax Preparation
  • Company 401K Plans

If you engage my services, we will work together from a goals-based platform. I am available for one question or to provide a comprehensive financial plan. Your needs direct the amount of financial planning services you purchase. I am also available to help you with as much or as little of the implementation as you require.

 

I look forward to meeting you at an initial, no-obligation Get Acquainted meeting. This is an important opportunity for both of us to decide if we will make a good financial team. You should make sure I am someone you are comfortable and confident working with. I will make sure I have the appropriate skills to meet your advisory needs.

 

I look forward to speaking with you soon!