Bradley Kaminski,
CFP® Senior Vice President, InvestmentsBrad is proficient at explaining complex markets and investment strategies in a straightforward and an easy to understand manner. He chooses this approach with his clients because he genuinely wants them to understand what they are doing and why they are doing it. He believes it’s important to have the confidence and calmness that a personalized financial plan can bring to gauge the progress toward meeting future goals.
Since 2001, when Brad first earned his securities license, he has held a strong belief in providing superior service. “I offer clients a full scope of wealth management strategies, starting with a detailed, written plan designed to achieve their goals. Over the years, I’ve specialized in retirement planning, both pre and post retirement.” says Brad.
“I was attracted to Raymond James because they have the same tools and capabilities as the larger wirehouse firms, but yet they’re smaller in scale, which creates a more personalized experience. The open architecture platforms at Raymond James allow me to take a completely unbiased approach when selecting strategies for each client’s custom, tailored portfolio,” Brad says. “The firm’s culture and reputation is one that truly puts clients’ interests first.”
Brad graduated with a bachelor’s degree in business administration from Michigan State University in 2001. He achieved the Certified Financial Planner™ professional designation in 2005, and also holds health and life insurance licenses.
Brad lives in Ada with his kids Allie and Ben. He enjoys cycling, playing the guitar, golfing and Michigan State athletics.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Comfort looks different for everybody. For most of my clients, that means knowing they’ll be able to live in retirement on their terms.