Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Brad is a Financial Advisor based in La Jolla, California. He is committed to guiding each client in all aspects of their financial lives and to provide the best possible ongoing financial guidance as life situations change. He does this by using a goals based planning approach to develop a roadmap, helping to guide his clients from their current financial situation to the achievement of their unique financial goals. This is done using a disciplined, methodical approach to develop financial and investment strategies in the areas of wealth accumulation, wealth preservation as well as a smooth transfer of wealth all using defined processes. These include investment and risk management, tax minimization, and asset preservation with an emphasis on helping assure a lifetime retirement income stream.
Brad also provides insurance strategies in the areas of estate planning services, income replacement, business succession planning and long term care. One of his overarching goals is to develop strong ongoing relationships with his clients and their families. At the heart of his philosophy is his commitment to providing outstanding guidance, service and creating a positive client experience.
Previously, Brad served as a Naval Officer for eleven years, flying the F-14 Tomcat. Later, he began his career in financial services, starting at Mass Mutual Life Insurance Company and Smith Barney before moving to Merrill Lynch Wealth Management in 2009. During that time he spent another 12 years serving his country as a reservist in the USNR before retiring in 2010 as a Commander.
Brad attended San Diego State University and earned a Bachelors of Science degree in Business Administration with an emphasis in Finance in 1984.
On the personal side, Brad has a passion for nature and portrait photography. He is an avid Crossfitter, skier, backpacker and weekend, backyard grill master. He and his wife Tamara enjoy entertaining friends and family in their home. He has served as a member of the Solana Highlands Elementary School Dad’s Club. He taught 3rd and 4th grade bible studies at St. Therese of Carmel and he has served as past President and Chairman of the Board for C.O.G.G. Political Action Committee as well as serving on the Palomar Pomerado Health Community Advocate Leadership Council.
His greatest asset in life is his relationship with his wife Tamara. Together they have two grown daughters, Taylor and Lauren, and they are raising twin sons, Cole and Sawyer. They have lived in Carmel Valley since 1991.
College of San Mateo
San Diego State University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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October 8th, 2020|1:00 PM - 1:00 PM PST
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.