Brad is a Certified Financial Planner™ (CFP®) with extensive experience helping individuals, families, and business owners navigate their financial journeys with clarity and confidence. With expertise in retirement planning and tax-efficient strategies, Brad takes an educational and collaborative approach—empowering clients to make informed decisions aligned with their long-term goals.
Before joining Beverly Hills Private Wealth, Brad worked with several respected Registered Investment Advisors in the Los Angeles area, where he refined his approach to comprehensive, client-centered planning. He also practiced as a Certified Public Accountant for five years prior to moving into the wealth management industry.
Originally from Chicago, Brad earned his bachelor’s degree in Accounting and Finance from Indiana University and holds an MBA in Finance from DePaul University. His academic foundation, combined with years of hands-on advisory experience, allows him to deliver tailored strategies that reflect each client’s unique circumstances and aspirations.
Outside the office, Brad enjoys exploring new restaurants, running and hiking local trails, and cheering on his favorite sports teams.