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Specialties
Brad graduated from Penn State and went into the financial sector immediately, but wanted to serve his country.
He served in the infantry as an assaultman, sniper and water survival instructor. Upon ending active service he began working at Merrill Lynch in private wealth management until he decided to move into his own practice under LPL. His firm name is Bronwealth Financial, which means Strong Wealth to ensure each family has a strong financial plan. He chose Financial over Wealth Management in his company name because of Brad's broad experience in the business sector, as an advisor who has built a multi-million dollar company in the logistics space can assist his clients with his practical knowledge in business, investments, mortgages, insurance, tax, and cash flow analysis.
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What do these credentials mean?
See FINRA's official explanation →
Certified Financial Planner Board of Standards, inc. (CFP Board_ owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and the CFP®(with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards's initial and ongoing certification requirements. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.