Brooke Morales is a Financial Planning Associate for SageView’s Valencia, CA office. In her role, she meets with clients alongside the firm’s advisors to review portfolio performance and financial plans, nurturing and maintaining strong client relationships.
Brooke assists in the creation of financial plans, including data gathering and analysis, development of recommendations, implementation and portfolio management.
Before joining SageView, Brooke was an Executive Assistant for kPlans, before SageVIew’s acquisition of the firm in 2022. Previously, she was employed as a credentialed English and English Language Development teacher in the William S. Hart Unified School District as well as the Los Angeles Unified School District. She also has experience working in higher education as a One-Stop Student Service Advisor with California Baptist University in Riverside, California. She is a graduate of Azusa Pacific University with a Bachelor of Arts in English and brings to our team her passion for public speaking, creativity, and education.