Specialties
About Me
I’ve spent the last 11 years helping people navigate financial decisions, and I’ve learned that the hardest part isn’t always the numbers.
It’s knowing where to start, understanding your options, and having someone you trust to help make sense of it all. My background spans insurance, financial planning, investments, and retirement plan design. I’ve worked with leading asset managers including Vanguard and Capital Group, working with individuals, families, financial advisors, and business owners along the way. Those experiences ultimately led me to create The (k) Advisor—a firm built around a simple question: “Why doesn’t financial planning feel personal, practical, and be easy to understand?” Today, I work with business owners to design retirement plans that support both their business and their employees, while helping individuals and families navigate retirement planning, investments, insurance, and their broader financial goals. My approach is simple: listen first, explain things without the jargon, and build a plan around what matters most to you. I’m a Chartered Financial Consultant (ChFC®) and Chartered Retirement Plans Specialist (CRPS®) based in San Antonio, Texas, and I work with clients across Texas, California, and Indiana. Outside of work, I enjoy cooking, traveling, and spending time with my two dogs, Joseph and Rooster. Everyone deserves guidance they can retire on.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MBA, CRPS, ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
Karesse Bradley is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. “Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential or The (k) Advisor. The (k) Advisor and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.