Dan Brooks, Investment Adviser Representative

Dan Brooks, Investment Adviser Representative

President and Founder, Xexis Private Wealth

As president and founder of Xexis Private Wealth (www.xexiswealth.com), 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

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