Brad employs an elaborate discovery process to learn, understand and evaluate the unique goals, values and expectations of each client in order to customize a comprehensive financial plan tailored specifically to each.
He is also CERTIFIED FINANCIAL PLANNER™ practitioner. By being certified by the CFP Board, Brad has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP®, certification process that includes highly demanding education, examination, experience and ethical requirements. In addition to his CFP®, Brad also maintains his Series 7, 9, 10 and 66 securities licenses as well as life, health and annuity insurance licenses.
Brad has worked alongside his business partner Charlie Massimi for more than fifteen years and served as co-host of the radio program "Money Talk" from 2004 to 2013. Over the show's tenure, Brad & Charlie prided themselves on being able to simplify the complex world of investments, the markets and financial planning into something the general public could understand.
He earned his MBA from Fordham University and a Bachelor of Science in business administration from SUNY Geneseo.
Brad resides in Westchester County with his wife, Jen, their son, Brayden, and daughters Scarlett & Lily Grace. In addition to spending time with his family, friends and pets, Brad enjoys staying fit, playing basketball and golf, and has volunteered at Special Olympics events throughout New York State.
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.
