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Brooke Salvini |
Brooke
Throughout her corporate career Brooke longed to work one-on-one for the benefit of individuals and families. After personal experience with financial planning and coaching through “Engagement Encounter Ministry” she became inspired to provide these services for others. With a business background, CPA expertise, and season as a full-time parent, Brooke has a unique appreciation for her clients’ varied perspectives and ambitions.
Brooke is a PERSONAL FINANCIAL SPECIALIST, a distinguished designation received from the American Institute of Certified Public Accountants. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Both credentials require rigorous examination and experiential requirements. Brooke earned her CPA license in1984 while working for Deloitte, Haskins, and Sells (now Deloitte and Touche), one of the Big 3 accounting firms. During her time at Nissan Motor Corporation in USA, Brooke worked in a variety of capacities from Internal Auditing and Finance, Executive Projects Team, to Creative Advertising Manager. She also served on the Board of Directors of the Nissan Federal Credit Union. Brooke earned her degree in Business and Accounting from Pepperdine University in 1981.
Brooke and her family live in the Edna Valley wine growing region near San Luis Obispo on the California Central Coast. She is an avid reader, community volunteer, equestrian, and lover of all animals.
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Bonnie
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Bonnie Burt |
Bonnie grew up in San Diego, California, and moved to San Luis Obispo in 1981 to attend Cal Poly. She graduated with a degree in Animal Science in 1987, and upon graduation, worked in the Bay Area as a biologist for a pharmaceutical research firm. After returning to San Luis Obispo in 1989, she decided to follow in the footsteps of her family’s Swedish tradition, and bought an existing bakery called “Muffins & More”. The business was located in downtown San Luis Obispo, after seven years, and thousands of muffins later, Bonnie decided to shift her focus to her family. Bonnie came to Salvini Financial Planning in October 2009 as the Office Manager. She has been able to draw from her variety of professional backgrounds for her work with Brooke. Bonnie lives in Arroyo Grande with her family, and their many animals. Her hobbies include gardening, riding horses, cooking, and baking.
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Gypsy |
Gypsy
Joy and loyalty are two endearing qualities Gypsy brings to Salvini Financial Planning. Lending a warm welcome to staff and clients since she was a puppy, Gypsy is always engaging and charming when making her occassional appearance at the office. Formally trained in obedience, she is usually persuasive in requesting fresh air and ball retrieval at lunch-time. Although Gypsy has aspiring goals for agility competition, at present, she is content to be a calm, soothing presence when at Salvini Financial Planning. |
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