Broker Check

About Brittany Jarocki, CFP®

My name is Brittany Jarocki and I joined The Wealth Strategies Group in 2017 as a Wealth Manager. I began my investment career after graduating from Loyola Marymount University in Los Angeles, CA where I earned a Bachelor of Science in Business Administration with an emphasis in Finance. I published my first book, The Seven Keys to Successful Investing in 2018 and earned my CERTIFIED FINANCIAL PLANNER™ Practitioner designation in March 2020.

Private wealth management has continuously been a passion of mine as I strive to provide financial advice, planning, and assistance to those who wish to enhance their monetary preparedness. I look forward to working with you to build relationships and establish financial goals that will set the tone for your future as well as your family's. Paired with the experience of The Wealth Strategies Group, I will strive to provide the best possible investing experience through the confidence, clarity, and comfort of our team.

As a Colorado native, I grew up skiing, but focused the majority of my time on the equine sport of Three-Day-Eventing. “Eventing” is the equivalent of a Tri-Athlon for horses, which I vigorously competed in for over 15 years. Depending on the season, I now enjoy skiing, biking or watching Notre Dame football with my husband, Alex, and our two Sheepadoodles, Calvin and Kaiser.