Christopher Brooks, CFP® joined Waverly Advisors in December 2025 as an Associate Wealth Advisor. He brings several years of experience in investment management and retirement planning, with a particular focus on generational wealth transfer through comprehensive tax and estate strategies. Christopher is especially passionate about charitable giving and education planning, including dynastic 529 plans, which inspire much of his work with clients.
After completing his degree and earning his securities licenses, Christopher began his career as a financial advisor at Equitable Advisors in Miami. He later joined Tobias Financial Advisors, where he sought an independent wealth management firm that emphasized collaboration and direct client engagement. Today, as a CERTIFIED FINANCIAL PLANNER®, he enjoys guiding corporate executives and multi-generational families in navigating their wealth and building lasting legacies.
Born in Brazil and raised across the United States, Christopher recently relocated from Miami to Atlanta with his wife, Sarah, who is a dermatology resident physician at Emory. Outside of work, he can often be found on the golf course, reading a good book, or planning their next adventure together.
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