Brooke Hourigan-Bertholf

  • Financial Planner
  • Financial Services Executive

Brooke is a Senior Financial Planner with over 15 years of experience helping individuals and families plan for and transition to retirement. She leads a team of professionals dedicated to providing people with the knowledge they need to make informed financial decisions with confidence. Her highly personalized approach results in customized recommendations based on each client’s unique needs and goals. Brooke is a Certified Financial PlannerTM professional, a designation for professionals who have completed extensive training and are held to rigorous ethical standards. Brooke understands the complexities of the changing financial climate and knows how to make recommendations in your best interest. An accomplished presenter, Brooke has been spotlighted in the Fairfield County Business Journal and on Connecticut Channel 8. She is a graduate of Sacred Heart University and resides in Oxford, Connecticut with her husband Jeff and their two children Addison and Jack.


I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck