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David Brooks
Retire SMART, LLC
Your Trusted Retirement Planning Specialist
David is in his third decade as a financial advisor helping people realize their dreams in retirement. He is a nationally known keynote speaker at events all over the country on various aspects of financial planning, especially tax strategies. He is a Certified Income Specialist and a go-to guy for national events and for media because he uses plain language that normal people use, and because his approach is both unique and comprehensive.
30+ Years Experience
Three decades helping people achieve retirement dreams.
Nationally Recognized
Keynote speaker at financial planning events nationwide.
Weekly Radio Show
Listen to Retire SMART with David Brooks.
Certified Specialist
Certified Income Specialist focused on tax strategies.
Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training.
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