Gary Brooks Partner & Senior Wealth Advisor

Gary Brooks

In by Mission Wealth

Gary Brooks Partner and Senior Wealth Advisor

Gary Brooks

CFP®, CSRIC

Partner and Senior Wealth Advisor

Gig Harbor

CONTACT GARY

Gary Brooks

CFP®, CSRIC®

Partner and Senior Wealth Advisor

Gig Harbor

CONTACT GARY

"I believe that helping people improve their financial security and making smart decisions about money is personally fulfilling and professionally challenging. There is no template or one-size-fits-all solution to financial advice and its relationship to personal goals. Every client brings a new mix of interests and preferences for their wealth which keeps the work interesting and rewarding."

Gary Brooks is a Partner and Senior Wealth Advisor at Mission Wealth, serving the Puget Sound area. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to business owners, professionals, and retirees. Gary's commitment to building long-lasting relationships with his clients is reflected in his personalized approach to wealth management. He leverages his expertise to help clients achieve their financial objectives, by taking the time to understand their unique needs and goals.

"I believe that helping people improve their financial security and making smart decisions about money is personally fulfilling and professionally challenging. There is no template or one-size-fits-all solution to financial advice and its relationship to personal goals. Every client brings a new mix of interests and preferences for their wealth which keeps the work interesting and rewarding."

Gary Brooks is a Partner and Senior Wealth Advisor at Mission Wealth, serving the Puget Sound area. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to business owners, professionals, and retirees. Gary's commitment to building long-lasting relationships with his clients is reflected in his personalized approach to wealth management. He leverages his expertise to help clients achieve their financial objectives, by taking the time to understand their unique needs and goals.

Learn About Gary Brooks

Professional Background

Prior to becoming a partner at Mission Wealth, Gary owned an independent financial advisory firm from 2008 to 2023. He previously worked at Russell Investments (creators of the Russell indexes and investment funds) from 2000-2008. Before entering the investment world, primarily as a writer of investment content, Gary was the Major League Baseball editor at CBSSports.com and a sportswriter at the Tacoma News Tribune. Upon changing his career focus, he decided to educate himself by completing the CERTIFIED FINANCIAL PLANNER™ curriculum. This led him to realize how common it is that even well-educated, successful people have difficulty with the basic tenets of financial literacy and investing. To help address this challenge, he decided he would prefer to act in an advisory role, working directly with individual clients.

From 2008 through August 2024, Gary wrote a monthly personal finance column in the Tacoma News Tribune. He also wrote a book with financial advisor coach Steve Moore titled Ineffective Habits of Financial Advisors (and the Disciplines to Break Them). The book was published by Wiley & Sons in 2010.

Gary graduated with his Bachelors in Communications from the University of Puget Sound. He furthered his education by earning the Chartered SRI Counselor™ designation focused on sustainable and socially responsible investing.

Personal Pursuits

Outside the world of personal finance, Gary has been an official scorer for Seattle Mariners’ Triple-A affiliate, the Tacoma Rainiers, since 2006. He is also an active volunteer and committee member for the Tacoma-Pierce County Sports Museum and the State of Washington Sports Hall of Fame. He enjoys kayaking in Puget Sound, throwing the frisbee for his labrador retrievers, and spending time with his wife and daughters.

Community Impact

Gary is the chairperson of the Investment Committee for the Greater Tacoma Community Foundation, where he was a Board of Directors member from 2012-2018. Through a variety of charitable funds, the GTCF Investment Committee steers the investment of over $180 million.

Spotlight on Andy Penso

Mission Wealth Success Story

A fee and value conscious investor was reluctant to adopt a one-size fits all approach. Mission Wealth used alternatives in the Private Credit and Private Real Estate sectors in order to build a custom, high-yielding portfolio. Additionally, a portion went into Middle Market Loans to small and mid-cap companies. Both strategies utilized short-term and floating-rate loans with competitive risk-adjusted yields. These provided a nice compliment to an individual bond ladder, traditional high yield, and floating rate fixed income.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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