Partner, Financial Planner

Brad focuses on comprehensive financial planning for physicians in Orange County, San Diego and Northern California. He’s passionate about helping clients develop goals and a sound financial plan to take the stress off of everyday life. He covers everything from risk management to investments to asset protection. Brad holds a CFP designation as well his Series 7, Series 66, and Life/Health. Brad lives in Mission Viejo, CA, with his wife, Natalie. In his spare time, he enjoys running, traveling, mountain biking, body surfing and going to concerts.

View this investment professional on BrokerCheck by FINRA.

Supporting Team