Brad began his career with SEI Investments in Philadelphia where he provided asset management solutions to bank trust companies and band based brokers. His career with SEI took him to Atlanta and then San Diego where he worked with banks to implement fee-based asset management and financial planning solutions. After 7 years of helping bank financial advisors better serve the needs of their clients, Brad decided it was his turn to help individuals successfully plan for their financial futures. In March of 2006 Brad earned his Certified Financial Planner™ designation and in May of 2006 he joined the Donnelly Wealth Advisors team. In addition Brad also holds his Retirement Management Analyst and Registered Life Planner designations.
Many clients have referred to Brad as their personal “financial concierge” because of the hands on approach he takes to client satisfaction. He specializes in working with mid-career professionals who are busy, successful, people that often don’t have the time or inclination to manage their personal finances. Some of the core services Brad offers his clients are: values based goal setting and prioritization, cash flow management and budgeting, balance sheet creation, insurance reviews, portfolio management, retirement planning, 401 k review and management, and education savings planning.
Brad attended the University of Notre Dame, where he remains an active member of the Notre Dame Club of San Diego Alumni. In 2007 he was named Alumni of the year, and in 2008 he was honored with the Dale Carnegie Highest Award for Achievement. Brad was chosen as Rotarian of the Quarter in 2006, and has remained a Five Star Wealth Manager for 5 consecutive years.
In his spare time Brad enjoys traveling to unique destinations across the globe, participating in triathlons, mountain biking, coaching, and golfing. He is also an avid college and pro football fan.
Brad is a CFP®, RMA®, and RLP®. What does this mean to you?
My college number.
Year I graduated college.
The number of years I’ve lived in San Diego.
The number of National Championships in football ND has won since I graduated!