About Us
Salvini Financial Planning is located in San Luis Obispo on the California Central Coast about half way between Los Angeles and San Francisco. We are a Registered Investment Advisory firm in the state of California and a member of the Garrett Planning Network, the National Institute of Certified College Planners, the American Institute of Certified Public Accountants, and the California Society of CPA's.
Our Mission
Salvini Financial Planning provides objective financial advice to individuals and families from all walks of life as they strive toward their cherished life goals. We work to help our clients achieve confidence and peace of mind regarding their personal finances.
Our Philosophy
All financial planning should be goal based. At Salvini Financial Planning, we look first to understanding your most important goals - the really essential stuff that rests under the financial surface of life. No one can provide meaningful advice without first understanding you, your goals and your priorities. Through the process of financial planning we help you align your money habits with proven financial strategies that will help you realize your goals.
About Brooke
Brooke received her Certified Public Accountant's license from the state of California in 1984. After graduating from Pepperdine University in 1981 with a Business and Accounting degree, she started her career at Deloitte, Haskins and Sells, now Deloitte and Touche, one of the Big 5 CPA firms. Her corporate career included time at Nissan Motor Corporation in USA as an Internal Auditor and as the Advertising Manager for Sports Cars and Trucks. While her corporate career was very interesting and varied, Brooke was always most interested in working one on one with individuals and families.
Brooke had an excellent financial planning and coaching experience herself many years ago through the Engagement Encounter Ministry. That experience prompted a growing interest in providing financial planning services to others. Her varied business experience, CPA background and time spent as a full-time parent gives her the ability to understand her clients many perspectives.
Brooke has passed the CERTIFIED FINANCIAL PLANNER™ certification examination, and received the designation of PERSONAL FINANCIAL SPECIALIST from the American Institute of Certified Public Accountants. She took the examination on a "challenge basis", an option that is available to only a select few, and passed at the first sitting. Brooke also holds the designation of CERTIFIED COLLEGE PLANNING SPECIALIST from the National Institute of Certified College Planners.
"I encourage my clients to follow proven strategies of personal finance: self reflection and goal setting, spending less than you earn, dollar cost averaging, allocating assets, knowing your risk tolerance, seeking realistic returns, minimizing taxes and investment expenses, addressing estate planning issues, reducing the risks of financially devastating events, and not trying to time the markets," says Brooke, "These techniques may not make exciting cocktail party talk, but they help my clients realize their life goals."
Brooke and her family live in the Edna Valley wine growing region near San Luis Obispo on the California Central Coast. She is a runner, equestrian, lover of all animals, and an avid reader.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
