Jeff Brooks
Partner Advisor
BFA™
Jeff Brooks is a Partner Advisor in Allworth’s Vancouver, Washington, office. Beginning his career in securities registration in 2002, he earned his Behavioral Financial Advisor™ (BFA™) designation in 2019—a credential that blends traditional finance with psychology and neuroscience, equipping Jeff to help clients navigate the emotional side of financial decision-making with clarity and confidence.
A lifelong resident of the Pacific Northwest, Jeff grew up in Portland, Oregon, and now lives in Washougal, Washington. Outside of his advisory role, Jeff has left a lasting mark in the soccer community, coaching at the high school and college levels for more than 25 years. He led the Mt. View High School varsity boys’ soccer team for 18 seasons, a tenure that culminated in a State Championship victory. In October 2024, he was honored with induction into the Linfield University Athletics Hall of Fame.
Family is at the center of Jeff’s life. He and his wife are proud parents of two sons and proud grandparents of twin grandchildren. A passionate soccer fan, retired player, and dedicated coach, Jeff also enjoys camping, trips to the coast, cooking, and fostering golden retrievers through Golden Bond Rescue.
My first priority is getting to know each client on a personal level—what truly matters to them, not just financially, but in life. I believe that understanding someone’s values, goals, and challenges lays the foundation for meaningful financial guidance. That’s why, in our initial meetings, the conversation is rarely about investments.
Clients often tell me they appreciate that I view our relationship as a partnership. I remind them that this is their money and their future. I’m here to offer recommendations, provide clarity, and help them navigate decisions with confidence. My role is to support their financial life in a way that reflects their values and aspirations.
Over time, my clients can expect an ongoing, collaborative relationship built on trust. Through regular check-ins and thoughtful conversations, we work together to ensure they have a clear, evolving picture of their finances and what it takes to reach their goals.
What I enjoy most about being a financial advisor is the opportunity to walk alongside my clients as they pursue their goals. There’s something incredibly rewarding about helping someone feel prepared for retirement—or confident in any stage of life—and then watching those plans come to life. Knowing that the work we do together can make a real difference in someone’s future is what drives me every day.
I believe financial advice starts with listening. Because understanding what matters most to a client is where real planning begins.
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