Ari Brooks

Managing Partner

Ari Brooks is a dedicated young professional focused on providing exceptional results to clients seeking thoughtful and strategic financial planning services. A native of Highland Park IL, Ari moved with his family to Boca Raton upon graduating college and immediately fell in love with the culture and spirit of the Boca community. Ari is a Graduate of University of Denver, where he majored in Communications & Psychology.  Conscientious about civic responsibilities, Ari is a member of the Young leadership committee of the Jewish Federation of South Palm Beach, and serves as a volunteer at Friendship House, providing peer group type servicing special needs teens and young adults. A fitness enthusiast, Ari is a Marathon runner, cyclist, NASM Certified Personal Trainer.