Brooke Ramstad, CFP®, CEPA®
Your Goals and Dreams, Our Guidance
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Serving Clients Nationwide
Your Goals and Dreams, Our Guidance
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Brooke Ramstad, CFP®, CEPA®
Brooke Ramstad is a Senior Financial Advisor at BR Wealth Management, where she helps individuals and business owners navigate the complexities of financial planning with clarity and confidence. Known for her personalized, strategic approach, Brooke specializes in comprehensive wealth management with a focus on retirement planning and business exit strategies.As a Certified Financial Planner™, Brooke upholds the highest standards in the industry, bringing both technical expertise and a thoughtful, client-centered approach to every relationship. She also earned the Certified Exit Planning Advisor (CEPA) designation in 2020, enabling her to guide business owners through the financial and emotional aspects of preparing for and transitioning out of their businesses.
Brooke began her career in financial services in 2008 with Wachovia Securities (a predecessor of Wells Fargo Advisors) in Boise, where she was promoted to Financial Advisor. She later served as a Principal and Investment Advisor at RW Investment Management. Earlier in her career, she worked in national seafood and international media sales in Seattle, WA—experiences that gave her a unique perspective on business operations and client service. In recognition of her leadership and impact, Brooke was honored by the Idaho Business Review for Excellence in Finance in 2018.
Brooke holds a Bachelor of Arts in Romance Linguistics from the University of Washington. Outside of work she enjoys spending time with her husband, Eric, and their two children, Summer and Anders, exploring the Boise River Greenbelt or skiing at Bogus Basin.
The Idaho Business Review Excellence in Finance awards program is based on community nominated professionals from Banking, Corporate, Educator, and Investment Finance fields. Industry experience, interviews, reputation, and other criteria are considered by Idaho Business Review, which does not receive compensation from the advisors or their firms in exchange for consideration or award. Investment performance is not a criterion. Please click here to see the full ranking and for more information.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
380 E. Parkcenter Blvd, Ste. 205 Boise, ID 83706
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above for multiple ways you can get in touch to schedule an introductory call or meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About BR Wealth Management
BR Wealth Management is a Boise, Idaho firm that helps families across the country to craft tailored, tax-efficient plans for retirement income and multi-generational wealth transfer.You are well worth it
Our focus is centered around putting the client’s needs first, and we go the extra mile to engage them and understand their needs. It seems like a no-brainer, but at our core, we care about doing what’s right for you. This means we are committed to always being transparent and flexible as we deliver comprehensive, objective advice and solutions tailored just for you.
Conversations like you have never heard
It is only natural to begin our relationship with a conversation where we ask key questions that stretch beyond investments and dig deep into your financial goals, obstacles and preferences. The conversation then turns into action when we build comprehensive, goal-based plans that are tailored to your total financial picture. You are kept completely involved in the decision-making process while we provide transparency on pricing and value.
A high value on service and experience
Our commitment to serving your financial needs is a consistent priority, and is built on promptness and professional attention. Our knowledgeable and informed team comes complete with expertise and insight on countless wealth-related issues. We promise to have ongoing dialogue to keep you on track toward your financial goals, while allowing for necessary flexibility as markets or your needs change.
Education
University of Washington, Bachelor of Arts (B.A.), Romance Languages, Literatures, and Linguistics
Hobbies and Interests
- Family
- Hiking
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
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