Brad is a Financial Advisor and career employee of Hefren-Tillotson.
Through Hefren-Tillotson’s MASTERPLAN® process, Brad helps busy individuals and families make smart financial decisions. He enjoys helping his clients through retirement analysis, investment recommendations, insurance strategies, estate planning, and tax planning. Brad focuses on the total financial picture so his clients can focus on living their life!
Brad started his career at Hefren-Tillotson as an intern and then gained valuable experience working as a senior member within the firm’s highly respected Financial Planning Department where he provided in-depth financial analysis and research for thousands of clients before ever sitting down with one of his own.
Brad is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 7, Series 66, and Life, Accident, and Health Insurance licenses. Brad graduated Summa Cum Laude from California University of Pennsylvania with a Bachelor of Science in Business Administration and was a member of their Men’s Soccer team. He also received his CFP® Education through the College for Financial Planning.
Brad is a featured speaker in many of Hefren-Tillotson’s retirement seminars, which are designed to help educate individuals to navigate through the complicated retirement transition.
Brad grew up in Erie and currently resides in Downtown Pittsburgh. In his spare time, he enjoys running, playing soccer and golf, traveling, spending time with family and friends and never passes up an opportunity to volunteer within the community.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
