Brooke Hurley

Client Advisory

Biography

As a Principal Wealth Advisor at Cerity Partners, Brooke provides comprehensive financial planning and wealth management services to corporate executives, high-net-worth individuals, retirees, business owners and their families. As a CERTIFIED FINANCIAL PLANNER® professional, she helps clients develop strategies tailored to their evolving financial goals and priorities.

Brooke believes that effective financial planning extends beyond numbers and investment performance. She strives to build lasting relationships and provide dedicated support as clients’ needs and priorities evolve over time. She serves as a steady, trusted resource for clients and their families through changing market conditions, career transitions, and other significant life events. Through proactive communication, personalized guidance, and ongoing education, she helps clients navigate uncertainty and stay focused on their long-term objectives.

Prior to joining Cerity Partners, Brooke was a Financial Planner at Goldman Sachs Ayco, where she advised clients on a broad range of financial planning matters.

Outside of the office, Brooke enjoys traveling, cooking, and spending time with family and friends.

Client Advisory Learn more about Brooke’s practice

Education

  • Bachelor of Science (BS) in Finance from State University of New York at Plattsburgh
  • Master of Business Administration (MBA) in Financial Planning from California Lutheran University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Life/Accident & Health License Holder (NY)

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