1169 W El Camino Real
Sunnyvale, CA 94087
+1 (408) 335-1677
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librooks@capitalwealth.com
Lillian Brooks is a highly experienced Financial Advisor who works in Sunnyvale, CA. With a background in financial planning and retirement counseling, Lillian brings valuable expertise to her clients. As a Chartered Retirement Planning Counselor (CRPC), she is well-equipped to assist individuals in making informed decisions about their financial futures. With seven years of experience in the industry, Lillian has honed her skills and built a reputation for providing personalized solutions tailored to each client's unique goals and needs. Beyond her professional life, Lillian enjoys hobbies such as solving crossword puzzles and going fishing, reflecting her love for mental challenges and nature's tranquility.
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We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.