Bradley serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Prior to joining Creative Planning, Bradley was the Strategic Manager and a Sr. Wealth Advisor at an independent investment firm servicing high-net worth individuals and families. Bradley worked closely with clients to implement holistic tailored wealth strategies, as well as overseeing all technical functions of their Wealth Management team.
Bradley earned a Bachelor of Business Administration degree in Finance as well as Master of Science degree in Business Administration with an emphasis in financial and tax planning from San Diego State University. Bradley is also a CERTIFIED FINANCIAL PLANNER™️ professional as designated by the Certified Financial Planner Board of Standards as well as a Chartered Financial Consultant® as designated by The American College of Financial Services.
Bradley and his wife, Ashley, have one daughter – Leanna. Bradley enjoys mentoring, having coached high school baseball for several seasons, as well as volunteering with his wife to help students through their church. As a San Diego native, Bradley spends his spare time being outside with his family supporting the Padres, at the zoo, or walking their dog Beans.
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