Specialties
About Me
Bradford Tom, a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), has decades of experience guiding families through the complexities of financial planning.
With a focus on building long-term relationships, Bradford is committed to helping clients align their financial strategies with their goals and evolving life circumstances. At the core of the practice is a dedication to trust, experience, and personalized service—ensuring clients feel confident and secure as they work toward protecting their wealth, creating lifetime income, and leaving a lasting legacy.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC, CLU, CASL
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Securities and advisory services through Independent Financial Group, LLC, a registered investment advisor. Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Dr. Ste. 200 San Diego, CA 92130.