Brad Brescia, CFP^®

I'm a problem solver on a mission to simplify the most intricate financial challenges. With a track record of guiding numerous families, I specialize in delivering confidence and clarity, offering the coveted “sleep at night” factor. My focus spans retirement preparation, estate planning, tax efficiency, and multi-generational strategies. I approach each client with an educational and high-level mindset, ensuring their financial plans are not just robust but truly tailored to their unique needs. How am I different? I'm more than a financial professional—I'm a bridge between the technical and the emotional. Balancing data-driven precision with a deep understanding of emotional complexities, I consistently provide clients with a profound sense of peace and accomplishment. It's not just about plans; it's about crafting a financial narrative that resonates and works for them.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances