Broker Check
Brad Marshall, AIF®, CDFA®

Brad Marshall, AIF®, CDFA®

Founder, Wealth Advisor

The good news is that Brad has been seeking to positively impact his client’s success for almost twenty years. The great news is that he’s just getting started. Originally from San Jose, Brad graduated from UC Berkeley. Shortly after, he found his calling in the financial industry and began to flourish because of his vast experience and rapport with clients. Brad is thorough and makes everything transparent. The way he constructs and manages each of his client’s individual needs and goals is truly an art. It’s the best of service. It’s the complete package.

It’s more than what you ask for, no less than what you deserve.

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