PROFESSIONAL PROFILE

A First Vice President-Investments, Brad Goldfarb began his career in financial services in 1985 with Merrill Lynch in the Cedarhurst, New York office. He has resided in Florida since 1993 and received his Certified Investment Management Analyst (CIMA®) designation from the Wharton Business School in conjunction with the Investment Management Consultant's Association (IMCA) in 1996. In 2005 he was awarded a United States Registered Trademark for his financial consulting process, Multidimensional Asset Planning™. During his career, he has received many awards for consulting services and has published numerous articles for various publications. A music enthusiast, he is a member of The National Academy of Recording Sciences (GRAMMYS).

Brad is Vice Chairman of the Palm Beach International Film Festival (PBIFF), serves on the Board of Directors for Hospice by the Sea in Boca Raton and SOS Children's Villages in Coconut Creek, is a Trustee for the Boca Raton Chamber of Commerce, a member of the Boca Raton Roundtable and the Parkland Chamber of Commerce.

He is an avid golfer (member of TPC Eagle Trace in Coral Springs), enjoys tennis and snow skiing (a former PSIA Registered Ski Instructor), holds a Private Pilots license, and enjoys exotic automobiles, photography, and quality family time. He is also a former Tribal Chief and is an active participant in the Parkland YMCA Indian Princesses program with his daughter. Brad resides in Parkland, Florida with his wife of 25 years, three children and two dogs.