Brooke E. Sorchy, CFP®

Brooke began her career with LPL Financial as a consultant to help advisors grow and scale their businesses where she stayed for two years before joining Financial Plan Design in 2023. Born and raised in San Diego, she attained her degree in Finance from San Diego State where she was also on the cheerleading team. Since then, she has acquired her Series 7 and 66 securities registrations*, as well as her CERTIFIED FINANCIAL PLANNER® designation in 2024. 

Brooke has a passion for assisting clients in the development of their financial plans and strives to give them confidence in protecting and building their assets over time. 

Her interests outside of serving clients include spending time with her husband Garrett and their families.

_{*Series 7 and 66 securities registrations held through LPL Financial.}