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Brooke Napiwocki, CFP®, MBADirector of Financial Planning

Brooke Napiwocki, CFP®, MBA
Director of Financial Planning

Director of Financial Planning

Please click on: Brooke's Video Bio

 

 Brooke Napiwocki serves as the Director of Financial Planning at Crescendo Wealth Management, a boutique financial planning firm located in Ozaukee County.  Brooke brings nearly 20-years of experience in the financial services industry, advising individuals, small businesses, and institutional clients. In her role as the Director of Financial Planning, she designs, communicates, and executes client strategies. As a leader at Crescendo Wealth Management, she cultivates a strong financial planning-focused team and standards to serve clients at a consistently high level.

At Crescendo, Brooke focuses her practice on partnering with mid-career, professional women and couples. This niche is drawn to her collaborative, flexible, and results-driven approach. She aims to enrich her clients' relationship with money as they navigate their current career and family demands while planning for today's financial opportunities and challenges balanced with strategizing for their long-term financial future.   Brooke provides holistic financial planning based on the CERTIFIED FINANCIAL PLANNER™ 7 Step Financial Planning Process.  Brooke specializes in cash flow planning/budgeting, couple friendly planning, employee benefits planning including senior and executive-level benefits and compensation, higher education planning, post-divorce planning, career and human capital planning, aging parent planning.

She is a graduate of St. Norbert College with a BBA in Business Administration and Economics and an MBA from Marquette University. She completed her CERTIFIED FINANCIAL PLANNER™ coursework requirement through Kaplan University.

Involvement in her community is a value passed on from her grandparents and parents.  Brooke is a member of the Financial Planning Association of Wisconsin and leads that organization's Collaborative Learning Event committee. She additionally serves on the board of the Cedarburg Education Foundation and finance committee for Tempo Milwaukee.  Throughout southeast Wisconsin, Brooke is a strong advocate for family financial literacy through her volunteer work with Junior Achievement, speaking engagements, and written thought leadership.

Brooke and her husband reside in Grafton with their school-aged son and daughter. In her free time, she enjoys time outdoors, reading, and yoga.

 


Blog Posts:

https://www.crescendowm.com/blog/a-smart-woman-plans