Knowledge, experience, leadership And the confidence to pursue your goals
Brad has been advising clients for over 15 years. He is passionate about serving successful individuals & families who want to do even better financially. Brad has a BA in economics from the University of California at Berkeley. When not working, he enjoys travel and is learning to play golf.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Long Beach, CA |
September 2005 - Present |
Morgan Stanley |
Financial Advisor & Assistant Branch Manager |
Long Beach, CA |
October 1999 - September 2005 |
State Farm Insurance |
Catastrophe Claim Adjuster |
Southern California |
June 1994 - October 1999 |
Accomplishments
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC )
Education
- Bachelor of Arts, Economics, University of California, Berkeley,1994
Licenses
- Series 10, General Securities Sales Supervisor
- Series 31, Managed Futures Representative
- Series 66, Investment Advisor Representative
- Series 7, General Securities Representative
- Series 9, General Securities Sales Supervisor
Personal & Community
- Served as a financial guest lecturer on a major international cruise line
- Grew up in San Pedro, CA and live in Long Beach since 2000
- Enjoy international traveling
- Member, University of California, Berkeley, Alumni Association - Long Beach Chapter
Registered States:
AZ, CA, CO, GA, HI, IL, IN, MA, MO, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA