Brad Kingsley

Brad brings over eight years of experience as a financial advisor, complemented by nearly three decades of business ownership and leadership.

Earlier in his career, he founded, grew, and successfully sold a business. Following that, he coached other business owners on enhancing the value of their companies and preparing for negotiations and eventual sales. This unique perspective has proven invaluable in his work with clients who are themselves business owners, since he has personally navigated both the opportunities and challenges they face. Brad holds three highly regarded professional designations. As a CFP® professional, he is committed to delivering comprehensive, fiduciary-based planning across all aspects of a client's financial life. His Certified Exit Planning Advisor (CEPA®) designation allows him to guide business owners in maximizing business value and succession planning. As a Retirement Income Certified Professional® (RICP®), he helps clients design income strategies that support a secure and fulfilling retirement. Brad and his wife have called Mount Pleasant home for the past fourteen years, where they've built a wonderful life together. Family is at the center of everything Brad does, and much of his free time is spent enjoying life with loved ones — including their golden retriever, Daisy Mae, who ensures there is never a dull moment in their household. Brad partners with business owners preparing for succession, retirees seeking sustainable income strategies, and families who want clarity and confidence in their long-term financial planning.