Senior Wealth Advisor
In his role as Senior Wealth Advisor, Bradley ensures his clients are presented with exceptional service through the journey of amassing and efficiently utilizing their retirement savings. His experience helping clients define and achieve their financial goals through creation and implementation of financial wealth strategies has brought an abundance of knowledge to his clients as well as strengthened his passion for helping others achieve financial success. Previously at RFA, Bradley worked as a Financial Planner. He utilizes this in-depth experience to help clients identify and implement strategies in order to reach their individual financial goals. Bradley also has extensive financial services back office experience.
Bradley received his Bachelor’s Degree in Business Administration, Finance as well as his Master of Science Degree in Business Administration, with a concentration in Finance and Tax Planning, both from San Diego State. In addition, Bradley completed the Personal Financial Planning certificate program at San Diego State University and holds the CERTIFIED FINANCIAL PLANNER™️ certification.