Catherine Brooks
CFP, CFA, CIMA · Brooks Capital Advisors
About Catherine Brooks
Catherine Brooks is an award-winning investment advisor managing over $300 million for affluent families and institutions in Chicago. With CFA and CIMA certifications, she brings institutional-caliber portfolio construction and manager selection to high-net-worth investors seeking sophisticated, customized investment solutions.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $1,000,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Why Choose Catherine?
21+ Years Experience
Proven track record serving clients since 2005
3 Professional Credentials
Holds CFP, CFA, CIMA designations
92 Client Reviews
4.9/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Catherine has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Catherine is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Catherine for over 7 years and they have consistently delivered excellent advice. Their expertise in Investment Management has saved us thousands.
Location
Chicago, Illinois
Map integration available on request
Request a Consultation
Connect with Catherine to discuss your financial goals. In-person or virtual meetings available.
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