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About APFA

Joseph R. Brooks, ChFC®, is an active member of the Academy of Preferred Financial Advisors (APFA), a coaching program dedicated to the ongoing, comprehensive training of advisors to educate on the latest news and trends in the financial planning industry, including:

  • Retirement Planning
  • Investment Planning
  • Estate Planning

As a member, Joseph R. Brooks, ChFC® attends multiple training sessions throughout the year and has access to a team of focused and skilled trainers and consultants who share the goal of providing superior client services through comprehensive financial planning.

The Academy of Preferred Financial Advisors Member is solely an indication that the financial advisor attends training provided by The Academy of Preferred Financial Advisors (APFA). Working with an advisor that is part of APFA cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a member of APFA will produce or achieve better results than working with an advisor not affiliated with APFA. Advisors who participate in this program pay a fee to belong to the program.



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