CA License No. 0D49598
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 Investment Advisor Representative of 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 (CFP®) and a Certified Public Accountant (CPA).
Brad graduated from California State University, Fullerton. He is a resident of Costa Mesa, CA with his wife and four daughters.