Why I Became a Financial Advisor
My journey in finance began where many have — as a college student, looking for my place in the professional world. My time at California Lutheran University introduced me to countless incredible courses and professors, but none captured my interest quite like the finance curriculum.
Years later, I found passion in helping people to make informed and effective decisions with their money. I’ve seen working relationships turn into lifelong partnerships, an opportunity I don’t take for granted. Helping clients to feel confident and empowered to live their lives without financial stress gives my work true meaning.
As a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to a fiduciary duty to act and advise with your best interests in mind.
We work together to find tailored solutions that meet your needs, bringing together all pieces of your personal and professional life into a comprehensive, easy-to-understand plan.
WHAT MATTERS MOST
Having a financial professional to consult, plan and strategize with allows you to spend less time worrying about money, and more time on the things in your life that matter most to you. No matter what happens in the market, we will navigate through it together.
Brooks White joined Forum Financial Management in 2019. Prior to joining Forum, Brooks was an associate for Lamia Financial Group, Inc.
Brooks became involved with California Lutheran University’s Delta Sigma Pi, a professional business fraternity, and served as Chancellor of the Upsilon Chi chapter. Through this organization, he was fortunate enough to contribute to a variety of charitable organizations, including the 1736 Family Crisis Center, Habitat for Humanity and the American Cancer Society.
Brooks is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a bachelor’s degree in business administration with an emphasis in finance from California Lutheran University in Thousand Oaks, California.
In his free time, Brooks enjoys lifting weights, playing basketball and following his favorite NBA team, the Los Angeles Lakers.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.