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Brooke Napiwocki, CFP®, MBA

Brooke Napiwocki, CFP®, MBA

Financial Planner

Please click on: Brooke's Video Bio

Read Brooke's comments for a Discover.com article:  Discover Article

Brooke Napiwocki is a Financial Planner at Crescendo Wealth Management, a boutique financial planning firm located in Ozaukee County.  Brooke brings more than 15 years of experience in the financial services industry during which she has advised individuals, small businesses and institutional clients. She focuses her practice on partnering with mid-career, professional women and couples. This niche is the result of her own disappointing experience with financial advisors and their transactional approach. As a busy, working mother herself, she believes in holistic, collaborative financial planning for families so that they can understand their big financial picture and plan for the life they want.

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

Brooke is a member of the Financial Planning Association of Wisconsin and the Cedarburg Education Foundation. Throughout southeast Wisconsin, Brooke is a strong advocate for family financial literacy through her volunteer work with Junior Achievement and Money Smart Week®, speaking engagements and written thought leadership.

Brooke and her husband, Jeremy, reside in Grafton with their two young children, Ellie and Ian. In her free time, she enjoys family walks, time at the lake with family and friends, attending music and theatre performances, reading, golf, Zumba® & yoga.

 


Blog Posts:

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