Ari Brooks
Managing Partner
Ari Brooks is an advisor focused on delivering thoughtful, strategic financial planning and investment guidance. Originally from Highland Park, Illinois, Ari relocated to Boca Raton after college and has since built strong roots in the South Florida community. He holds a bachelor’s degree from the University of Denver, where he studied Strategic Communications and Psychology, and is currently pursuing his Master of Science in Finance from Florida Atlantic University. Ari holds his Series 7 and Series 66 licenses.
Ari is actively involved in the local community, serving on the Young Leadership Committee of the Jewish Federation of South Palm Beach County and volunteering with Friendship House, where he supports teens and young adults with special needs. Outside of his professional work, Ari is a dedicated fitness enthusiast, having completed multiple marathons, and is an avid cyclist.
