little daughter kissing dad

Financial Planning & Investments

Plan For Tomorrow

No plan? No problem. Let’s make one.

Whether you are saving for retirement or just starting to invest, we’ll help you work toward your financial goals.

Financial Advice & Investment Services

Trailhead Credit Union has partnered with Jeff Brooks, and City Fiduciary Group, a registered representative of Securities America and Arbor Point Advisors, to offer investment services and financial planning to our members. City Fiduciary group has office locations in Portland, Beaverton, and Vancouver.

Why work with a Financial Advisor?

As a Financial Advisor, Jeff works in partnership with members to identify needs, establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultation in order to help them meet their financial goals.

Jeff Brooks and City Fiduciary Group specialize in helping individuals develop sound retirement strategies. If you are retired, or are approaching retirement, please take the time to explore their website and the wealth of information offered. They offer personalized, hands-on service and educate clients about financial concepts and products, taking the mystery out of investing, insurance, estate conservation, and preserving wealth.

They understand the many challenges of retirement today and know the biggest concern for many is outliving their money. They focus on money management, as well as other issues that are critical to your financial well-being.

Services Offered

  • Asset management
  • Pre-retirement planning
  • Retirement income strategies
  • College 529 Plans
  • Small business and sole proprietor retirement plans
  • Wealth transfer and estate planning
  • Tax preparation services

About Jeff

Jeff Brooks, BFA™ provides straight-forward, highly customized financial services to individuals and businesses. Each client benefits from a portfolio tailored to meet his or her individual needs. Jeff has been securities registered since 2002. Jeff attained his BFA™ designation in 2019. The BFA™ designation integrates the concepts of traditional finance, psychology, and neuroscience with the goal of helping clients improve their emotional competency and decision-making behaviors as it relates to their personal financial situation. BFA™ professionals are required to complete 20 hours of continuing education annually.

Jeff is a lifelong native of the Northwest having grown up in Portland and currently living in Washougal, Washington. He has been active in his community coaching soccer at many levels including college, high school, youth, and advanced competition teams. Jeff has a long-standing relationship with Trailhead Credit Union, having been a member since 1983. While in college Jeff worked as a summer hire for NW Natural Gas, and his father worked for NW Natural Gas for 35 years.

Get started today

Contact Jeff Brooks for a no-obligation consultation.

Email JeffCall 503.228.3293


Not NCUA Insured / No Credit Union Guarantees / May Lose Value / Not a Deposit / Not Insured by any Government Agency

Securities offered through Osaic Wealth, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Advisory services offered through Osaic Wealth, Inc. City Fiduciary Group is a separate entity from the Osaic Wealth, Inc. companies.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Check the background of this investment professional on FINRA’s BrokerCheck.

Osaic Form CRS