Brooke Meier
Investment Associate at Rydge Wealth Management
- Role
- Investment Associate at Rydge Wealth Management
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Brooke Meier
Finance professional with a BA in Economics from UC Berkeley and hands-on experience supporting client portfolios, financial advisors, and investment operations. Skilled in financial modeling, performance tracking, and portfolio reporting, I bring both analytical rigor and a deep appreciation for the human side of finance. I’ve supported clients in developing personalized financial plans, evaluating investment options, and aligning their goals with sound, data-driven strategies — experiences that have been the most rewarding part of my work.My background includes building Excel-based tools to streamline reporting and providing clear, actionable insights that help clients make confident financial decisions. Currently self-studying for the Securities Industry Essentials (SIE) exam, I am eager to broaden my expertise within institutional asset management, where I can combine analytical precision with my passion for helping individuals and organizations achieve long-term financial success.
Experience
Investment Associate
Jan 2026 — Present · Pleasanton, CA, US
Education
Las Positas College
Associate of Science - AS, Business Administration
2021 — 2023
Las Positas College
Associate of Arts - AA, Economics
Las Positas College
Associate of Arts - AA, Liberal Arts and Sciences: Business
Las Positas College
Associate of Arts - AA, Liberal Arts and Sciences: Social and Behavioral Sciences
The London School of Economics and Political Science (LSE)
Real Estate Economics and Finance
University of California, Berkeley
Bachelor's of Arts, Economics
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