Brooke Alison Salvini

Employer firm

Salvini Financial Planning CRD 138087

$116M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 07/2020
  Salvini Financial Planning/Consulting
  Avila Beach, CA
• 07/2020 → Present
  Salvini Financial Planning
  San Luis Obispo, CA

Other Businesses

(1.) NAME OF OBA: CALIFORNIA SOCIETY OF CPAS CALCPA INVESTMENT COMMITTEE; ADDRESS: BURLINGAME, CA 94010; NATURE: PROFESSIONAL ASSOCIATION; INVESTMENT RELATED: YES; RELATIONSHIP WITH OB: MEMBER OF INVESTMENT COMMITTEE; DUTIES: OVERSEE ADVISOR THAT MANAGES INVESTMENT PORTFOLIO FOR CALCPA EDUCATION; START DATE: 2012; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: AICPA PERSONAL FINANCIAL PLANNING EXECUTIVE COMMITTEE; ADDRESS OF OBA: DURHAM, NC, 27707; NATURE: PROFESSIONAL VOLUNTEERISM; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: EXECUTIVE COMMITTEE TASK FORCE MEMBER; DUTIES: CREATE GUIDANCE AND SUPPORT FOR CPA'S OFFERING PERSONAL FINANCIAL PLANNING SERVICES; START DATE: 05/2022; APPROX. NUMBER OF HOURS/MONTH: 6; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 3; (3.) NAME OF OBA: CALCPA PFP STATE COMMITTEE; ADDRESS OF OBA: BURLINGAME, CA 94010; NATURE: PROFESSIONAL VOLUNTEERISM; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: COMMITTEE MEMBER AND LIAISON TO CENTRAL COAST CHAPTER OF CALCPA DUTIES: CREATE GUIDANCE AND SUPPORT FOR CA CPAS OFFERING PFP SERVICES; START DATE: 05/2009; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 (4.) NAME OF OBA: THE ALL-STAR FINANCIAL GROUP; ADDRESS OF OBA: ENCINO, CA 91436; NATURE: A PERSONAL FINANCIAL PLANNING STUDY GROUP REGISTERED AS A NON-PROFIT 501C3 ENTITY; INVESTMENT RELATED: YES; TITLE WITH OBA: PRESIDENT; DUTIES: ORGANIZE STUDY GROUP ACTIVITIES; START DATE: 06/24/2024; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-12

Designations

• Certified Financial Planner
• Personal Financial Specialist