Brooks White

CFP® | Financial Advisor

Thousand Oaks, CA 91360

Brooks White

CFP® | Financial Advisor
Forum Financial Advisor Brooks White
MY WHY

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.

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FIDUCIARY-BASED EXPERTISE

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CUSTOMIZED PLANNING

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WHAT MATTERS MOST

About Brooks

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.

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