Since the beginning of his financial services career in 1993, and in addition to completing the Personal Financial Planning Accelerated Program at UC Irvine in 2006, Brad has obtained a total of nine (9) professional designations, but is currently allowed to use only five (5) of these designations. Below are further definitions and explanations of these five designations, the year each designation was earned by Brad as well as links for additional information.
Accredited Asset Management Specialist
Accredited Investment Fiduciary Analyst
Certified Fund Specialist
Certification on Long-Term-Care
Certified Plan Fiduciary Advisor
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