Our Qualifications

Brad has been working with clients through good and bad investment markets for 24 years.

CFP® logoHe holds the CERTIFIED FINANCIAL PLANNER® designation (and others), and is licensed to provide a variety of investment and insurance products.

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” CFP Board benefits the public by independently certifying financial planners. Although CFP Board does not guarantee their work, CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

As part of their certification, CFP® professionals commit to high ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional." (website www.letsmakeaplan.org)

At PearlStreet Financial Advisors, we are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

We’re looking forward to using our experience to help you pursue your financial goals.