Christopher Brooks

CFP®, Wealth Planner

CREDENTIALS
CFP® – CERTIFIED
FINANCIAL PLANNER™

EDUCATION
Bachelor’s degree
Vanderbilt University

CLIENT FOCUS
Professionals in transition, doctors

AFFILIATIONS
NAPFA, FPA, Habitat for Humanity

SPEAKS
English, Spanish

VALUES
Health, family-oriented, personal and professional development, balance

INTERESTS
Golf, travel


Christopher Brooks, CFP® serves as a Wealth Planner. Upon completion of his degree and securities licenses, Christopher began his career as a financial advisor at Equitable Advisors in Miami. He joined Tobias Financial Advisors seeking an independent wealth management firm where he can continue to work directly with clients while working in a collaborative team environment. As a CERTIFIED FINANCIAL PLANNER Christopher enjoys working with corporate executives and business owners, who are in the phase of establishing their wealth. He is also passionate about helping families maximize their financial future for generations to come, as well as helping international clients. Christopher’s responsibilities range from assisting clients with managing their personal finances, to navigating the complexities of growing their business and transferring wealth.

Christopher was born in Brazil and raised all over the United States. He earned his bachelor’s degree in economics and history, with a minor in business, from Vanderbilt University in Nashville, Tennessee, before making the move to South Florida. With a passion for serving his community, Christopher is a member of the Habitat for Humanity Young Professionals Board of Miami. 

In his free time, you will find Christopher golfing, surfing, reading, or watching sporting events with his family. When time allows, he also loves the opportunity to travel, especially with his wife, who is studying to become a doctor.


“My ultimate goal is to be your partner in success, working to help you achieve your dreams and aspirations. Whether it’s creating the lifestyle you desire, leaving a lasting legacy, or making a meaningful impact through charitable giving, I am here to guide you every step of the way.”

Blog Posts Featuring Christopher Brooks, CFP®


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