Ralph M. Brooks Jr., CFP®, operates his Kingsview Partners practice in Braselton, Georgia. With fourteen years of experience as a former Edward Jones advisor, he transitioned to Kingsview’s platform in 2024.
Building Community Ties
Originally from Gainesville, GA, Ralph holds a degree from Augusta College and a degree from the University of Georgia. He has been a Jefferson, GA, resident for the last 31 years, serving on several non-profit boards, and is currently a Braselton Arts Council board member. “I am grounded in this community, and the people I serve aren’t just my clients, they’re my friends and neighbors. Every financial decision I make is designed to safeguard and enhance their financial well-being.”
Financial Expertise: Estate, College, and Legacy Planning
As a CERTIFIED FINANCIAL PLANNER™ professional, Ralph leverages an expansive network of attorneys and tax professionals to help provide comprehensive financial solutions. His areas of expertise include:
Empathy in Finance: A Client-Centric Philosophy
Clients working with Ralph experience his exceptional ability to empathize and relate to people. His valuable skill in building personal connections proves crucial when addressing a spectrum of financial needs. According to Ralph, “When it comes to working with individuals and families, it’s not just about financial plans; it’s about creating lasting relationships.”
Beyond Wealth Management
In his free time, Ralph enjoys gardening, golf, and travel with his wife of 30 years, Candace. He also prioritizes family activities that provide time with his sons, Lewis and Ralph 111, and daughter-in-law, Carlee.