Dan Brooks, Investment Adviser Representative
As president and founder of Xexis Private Wealth (www.xexiswealth.com (opens in new tab)), Dan Brooks has been helping Central Floridians prepare for retirement for more than 15 years. An Iowa native and Navy veteran, Dan moved to Florida in 1998. After completing the CERTIFIED FINANCIAL PLANNER™ (CFP®) curriculum in 2004, he opened a Registered Investment Adviser firm in 2005. He is an instructor with the Council of Financial Educators and has worked as a paid consultant to banks, agencies and CPAs. Dan holds a Florida insurance license and has passed the Series 65 securities exam.
Phone: 407.7326.364 | Website: www.xexiswealth.com (opens in new tab)
Latest articles by Dan Brooks, Investment Adviser Representative
4 Big Retirement Blunders (and How to Avoid Them)
retirement It’s too bad, but financial advisers see these four mistakes all the time. Don’t fall into the same traps.