In his role as Wealth Advisor, Bradley ensures his clients are presented with exceptional service through the journey of amassing 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.
Bradley has held previous roles at RFA in Operations, Sales, and Financial Planning. Most recently, as a Financial Planner, he reviewed clients’ assets, liabilities, and retirement resources while identifying strategies to help position clients to reach their individual financial goals.
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.