Broker Check
Craig Brooks, RICP®, AIF®

Craig Brooks, RICP®, AIF®

Founder I Principal

Craig has been helping clients with their financial affairs for 10 years. He currently resides in Littleton, CO with his wife Kelsey and two daughters. Craig focuses on two key financial areas, retirement income planning and business exit strategies. 

In 2019, Craig decided to transition his practice to Upstream Investment Partners in order to provide a wide array of strategies and services to his client’s financial planning needs. 

Craig holds two industry designations, the Retirement Income Certified Professional, RICP® and Accredited Investment Fiduciary, AIF®.