Meet Brad

Brad got his professional start in investments and financial services as a college intern in Santa Barbara while pursuing his BA in Business Economics at UCSB.  After years in corporate finance and various management positions, he received his MBA in Finance from Golden Gate University.  Brad has always known his passion for helping others align their goals with their finances is achievable.  He implements simple, result driven strategies by exploring and analyzing each client’s unique situation.  He specializes in goal based retirement planning, risk managed investment asset allocation, life insurance and has a vast knowledge of the financial industry.

 Brad holds a Series 7 and 66 Securities license along with a California Insurance License. 

For fun Brad enjoys many sports including football, basketball, an occasional round of golf, cooking, and spending time with family and friends.  He has spent years volunteering at the City of Folsom with the Police and Fire departments through the Citizens Assisting Public Safety program.