Dave Brookes

Dave Brookes

Financial Advisor

Phone: 858-558-2090 x4
Fax: 858-558-2021
E-mail:

Dave is a registered representative with SagePoint Financial, Inc. He has been engaged in the investment banking or securities business since 1990.

Prior to making a career switch to the securities industry, Dave held various sales and marketing positions with Fort Dodge Animal Health, a division of Wyeth. His last position was Managing Director of Asia, which gave Dave a broad understanding of international business.

Dave`s Areas of Focus Include

Retirement Services
401 (k) and 401 (k) rollovers
Roth IRAs
Traditional IRAs
Life Insurance
Health Insurance
Fixed and Variable Annuities

Professional and Civic Affiliations

Kiwanis Club of Encinitas
Sons of Italy

Dave`s experience in investing for close to a decade allowed him to pursue his goals of a career in the investments field. Dave received his Bachelor of Science degree in Agriculture Economics from the University of Maryland in 1980. He lives in Cardiff with his wife Vicky and daughter Jenne.

"Being a business person for many years helped make me a better investor, and by being an investor it helped make me a better business person."

Professional Designations

Securities Registration  Series 7
Securities Registration Series 63
CA Insurance License (Life and Health) #0E83170