Specialties
About Me
At BAS Financial, we specialize in comprehensive financial planning designed specifically for business owners and H.
E.N.R.Y.s in San Diego, Orange and Riverside Counties who are focused on building, preserving, and transitioning wealth. Whether you're scaling a company, navigating complex tax decisions, or simply looking to gain clarity around your financial future, our team delivers customized strategies to meet your unique needs.
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Interests & Hobbies
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Always free for clients.
Credentials
AIF, ChFC, LUTCF, CLU, WMCP, CEPA, CLTC
Chartered Designations
What do these credentials mean?
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Disclosures
Bradly A Stevens is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0F60819. This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List 2023 and 2024 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. https://www.forbes.com/profile/bradly-stevens/