Salvini Financial Planning

Salvini Financial Planning (CRD# 138087) is a financial advisory firm headquartered in Avila Beach, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Salvini Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Brooke A. Salvini
CRD#: 5092961
30 San Miguel Street, Avila Beach, CA 93424

Brooke Salvini (CRD# 5092961) is an Investment Advisor Representative working at Salvini Financial Planning in Avila Beach, CA and has over 12 years of experience in the finance industry. Brooke Salvini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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