Senior Wealth Advisor
In his role as Senior Wealth Advisor, Bradley ensures that his clients are given exceptional service throughout their journey of amassing and efficiently utilizing their retirement savings. His experience helping clients define and achieve their financial goals through the creation and implementation of financial wealth strategies has brought an abundance of knowledge to his clients and strengthened his passion for helping others achieve financial success.
Bradley previously worked for RFA as a Financial Planner. He utilizes this in-depth experience to help clients identify and implement strategies in order to reach their individual financial goals. Bradley also has extensive financial services back office experience.
Bradley received his bachelor’s degree in business administration/finance as well as his master’s degree in business administration, with a concentration in finance and tax planning, from San Diego State University. In addition, Bradley completed the Personal Financial Planning certificate program at San Diego State University and holds the CERTIFIED FINANCIAL PLANNER™️ certification.
As a San Diego native, Bradley loves being outdoors with his wife supporting the Padres, at the zoo, or with their dog Beans.
Bradley grew up playing several sports before eventually falling in love with baseball. After playing small college baseball, he went on to coach at the high school level for several years. Bradley and his wife, Ashley, also enjoy giving back, spending many years together mentoring junior high and high school students through their church.
Why I Do What I Do:
I am passionate about my career, as it is the perfect crossroads of my experience and education with my passion for coaching and helping others. I truly appreciate interacting with clients every day and helping them achieve financial success.