Our Firm


William Brooksby and Mark Brooksby provide personalized financial services to individuals or business owners who seek to preserve and enhance their wealth. We are completely independent and our loyalty is directed to our clients.  

William F. Brooksby is a Chartered Financial Consultant with extensive experience with estate planning, investments, tax planning, risk management and insurance solutions.  Bill earned an MBA from Pepperdine University.

Mark Brooksby is a graduate of Western Governors University with a BS degree.



For any questions, please call us at (760) 241-2129 

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