David Brooks
President & Founder of Retire SMART, LLC SMART Wealth, LLC Tax SMART, LLC and SmartWayETFs.com
- Role
- Radio Talk Show Host at Retire Smart Llc
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About David Brooks
Retire SMART LLC empowers individuals and small business owners with tailored wealth management strategies, tax optimization, and insurance solutions. As President with over eight years of leadership, contributions include supporting clients in navigating complex financial landscapes while ensuring ethical practices remain central to all operations. Certified as an Income Specialist® and Healthcare Reform Specialist®, the team delivers innovative solutions to align client goals with long-term financial success. The organization emphasizes education through radio programming and workshops, sharing actionable insights on tax reduction and retirement planning. With a mission to make financial literacy accessible, Retire SMART LLC focuses on empowering clients to achieve their personal and professional financial aspirations. This approach reflects a commitment to fostering trust and success within the financial services industry.
Experience
Radio Talk Show Host
Oct 2017 — Present · Omaha, NE, US
Show broadcast on multiple stations visit https://retiresmartomaha.com/ for times.
Education
Concordia
B.A., Business Administration
1998 — 2000
University of Central Florida
Business Administration and Management, General
1987 — 1988
Insititute of Business & Fiannce
Certified Income Specialist
2016 — 2017
Employer Healthcare Congress
Certified Healthcare Reform Specialist®
2013 — 2013
Skills
- Asset Managment
- 401k
- Negotiation
- Business Planning
- Series 3
- Investments
- Financial Advisory
- Long-Term Care
- Uniform Combined State Law
- Disability Insurance
- Employee Benefits
- Portfolio Management
- Selling
- Financial Services
- Series 63
- Iras
- Series 10
- Fixed Income
- Strategic Planning
- Retirement
- Strategic Financial Planning
- Long Term Care
- Retirement Planning
- Finra
- Wealth Management
- Financial Analysis
- Fixed Annuities
- Budgeting
- Investment Advisory
- Series 66
- Small Business
- Insurance
- Series 24
- Securities
- Estate Planning
- Public Speaking
- Wealth
- Asset Management
- Term Life Insurance
- Health Insurance
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