Bradley R. Behrendt
Bradley R. Behrendt, CFP®, CFPA®
Phone: (949) 223-8218
Brad has been in the financial services industry since 1998. Prior to coming to Tax & Financial Group (TFG), he was with Ernst & Young and performed audit work at companies that included PacifiCare, St. Joseph’s Health Systems, and Newport Corporation. At TFG, Brad is primarily focused on insurance and financial strategies for small business owners, corporate executives, and high net worth individuals.
An active business leader, Brad is committed to giving back to the industry and his community. He has been recognized for his achievements by both national and local associations of financial professionals. Additionally, he is asked to share his insight on advanced strategies to others in the industry. Brad is involved in Tax & Financial Group’s “We Care for Kids, Inc.” Charity Golf Tournament and Auction benefitting the Make-A-Wish Foundation of the Orange County and Inland Empire.
Brad is a registered representative and an investment advisor representative with Securian Financial Services, Inc. He holds the Series 7 and 66 securities registrations and is licensed for life and heath insurance. He is a Certified Financial Planner™ professional and a Certified Public Accountant (CPA).
Brad graduated from California State University, Fullerton.
Brad is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC. Tax & Financial Group is independently owned and operated. 3611726, 06/21
Click the links below to view the full PDF.
Date & Time: September 28th, 2021, from 10:00 AM to 11:00AM Pacific Time
Speakers: Director of Investment Advisory Services, Andrew Fisher, CFA® & Special Guest, Tim Miller, CFP®, CIMA® of BlackRock.
Zoom Registration Link: https://us02web.zoom.us/webinar/register/WN_jQe-KkzVSaKY-A_z6Kt_Yg
Description:Inflation might be outside of your control but having a financial strategy in place may help minimize the impact on your savings and assets. Join us for an overview of inflation. Topics will include:
- Potential effects of inflation on your financial strategy
- Inflation and purchasing power
- Understanding inflation’s recent spike
- Inflation history and why it had previously been so low
- Opportunities to help shield your investment portfolio from inflation
Disclosure: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100. Andrew is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Tax & Financial Group (TFG) - 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. Securities and Investment Advisory Services offered through Securian Financial Services (SFS), Inc. Member FINRA/SIPC. TFG is independently owned and operated. Neither TFG, Andrew Fisher, nor SFS, are affiliated with Tim Miller or BlackRock. 3723122, DOFU 08/2021.