Since launching his finance career in 2007, Brad Sayre has acquired extensive expertise in wealth management and financial planning.

He earned dual bachelor's degrees in Finance and Business Management from Virginia Tech, followed by a Master of Science in Business Administration with a concentration in Financial and Tax Planning from San Diego State University.

As a

practitioner, Brad specializes in holistic financial and tax planning, investment management, legacy and charitable planning, and risk management. He has gained significant experience through roles at multiple Fortune 500® investment firms. In his most recent role at USAA’s wealth management division, he had the privilege of assisting military families with financial planning and investment guidance.

Driven by his desire to provide clients a highly personalized wealth management experience, Brad co-founded Shared Vision Wealth Group with like-minded colleagues. Today, he takes a collaborative approach, working closely with each client to develop financial strategies tailored to their unique goals and lifestyle.

Throughout his career, Brad has been honored to serve the military community, business owners, and professionals—helping them make informed financial decisions that foster long-term security.

Originally from Virginia, Brad’s love for the ocean drew him to San Diego. Today, he lives in Carlsbad with his wife and two children, where he enjoys surfing, hiking, and traveling with his family.