"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
Brooke Warner, CFA, CFP®
“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do, so throw off the bowlines, sail away from safe harbor, catch the trade winds in your sails. Explore, Dream, Discover.” - Mark Twain
Brooke Warner, CFA, CFP® joins HoyleCohen as an experienced Wealth Advisor and an integral addition to the dynamic Women's Practice. Brooke discovered her calling in the financial services industry shortly after college and started her career as a financialanalyst before transitioning to the client-facing worldof financial planning. Being a Wealth Advisor is the perfect combination of her analytical skills and passion for building relationships.She truly enjoys educating women about financial management and working with them to achieve financial independence. With over 10 years of experience in the financial industry, Brooke has found her niche serving high net worth individuals and is very excited to bring her passion and expertise to HoyleCohen and the Women’s Practice.
Brooke has earned both a Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP®). She has a Bachelor's Degree in Business Administration from California Polytechnic State University, with a concentration in Financial Management.
A California native, Brooke was born and raised in San Jose,before relocating south to San Diego after graduating in 2003 where she fell in love with the region’s vibrant nature and outdoorsy lifestyle. In her spare time, Brooke enjoys running half-marathons and sprint-triathlons, trail-hiking, and globe-trotting with her husband Paul and young son Logan. She completed the Triple Crown in 2015, and has traveled to over 20 countries around the world. She is an active member of the CFA Society of San Diego and involved with her local church.