Brad has focused on retirement income planning since entering the financial services business in 2005. Through client interaction and industry knowledge Brad builds customized portfolios that are designed to generate “consistent and sustainable” cash flow. As clients transition to utilizing investments as a major source of income, an advisor with retirement income focus can be essential. Incorporating social security, pensions, salary and other sources of income, Brad's goal is to build unique models for each client and to help find the proper investments for each client’s individual circumstances.
In 2015 Bradley earned the CERTIFIED FINANCIAL PLANNER™ designation. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. The mission of the Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
Brad grew up in Macomb County and attended DeLaSalle high school in Warren. Brad currently resides in Huntington Woods, Michigan with his wife Janessa and their two dogs. Brad is an avid Detroit sports fan regularly attending Baseball and Football games at Comerica Park and Ford Field. Brad played football at Northwood University but now enjoys minimal contact sports like golf and softball.
Series, 7, 63, 65, Registrations
Life & Health Insurance Licenses
BA Northwood University