CFP®, MSBA — WEALTH MANAGER
- 1902 Wright Place, Suite 200, Carlsbad, CA 92008
- Ph: (760) 349-1748 Fax: (206) 838-3681 firstname.lastname@example.orgBradley Sayre
Brad graduated from Virginia Tech, earning bachelor's degrees in Finance and Business Management. He then obtained a Masters in Financial and Tax Planning from San Diego State University.
Brad is a
CERTIFIED FINANCIAL PLANNER™ ⓘ
practitioner and is well-versed in portfolio and risk management, retirement strategies, tax & legacy planning, and investment strategy. Brad began his career in the investment services industry in 2007 and most recently was a Wealth Manager at a Fortune 500 firm.
Brad is passionate about providing comprehensive financial planning tailored to each client's unique needs. He has extensive experience serving the military community, their families, and business owners.
Originally from Virginia, Brad is an outdoor enthusiast with an affinity for the ocean, which drew him to Southern California in 2004. He now lives in San Diego with his wife and two children. Brad enjoys surfing, soccer, hiking, and traveling with his family.
Take Control of Your Future Today
If you’re ready to work with a financial planning firm that will truly understand you and your goals and create a tailored plan, let’s get started.