Bradley Stephenson, CFP<sup>&reg;</sup> - Financial Advisor

Bradley Stephenson, CFP®

President

Stephenson & Company, Inc.

241 Avenida Del Mar
San Clemente, CA 92672
FINANCIAL ADVISOR'S WEBSITE
(949) 727-4255

General

Bradley Stephenson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stephenson & Company, Inc. in San Clemente, CA and the surrounding communities.

Financial Advisor Overview

Stephenson and Company, Inc. is an independent and fee-only Registered Investment Advisor and Wealth Management firm. Our mission is to help our clients grow, preserve and protect their wealth by providing comprehensive financial planning and investment management services tailored to their unique set of goals. For over 30 years, Stephenson and Company has maintained a fiduciary role as our clients' trusted financial partner, allowing us to provide objective advice and focus entirely on their needs. We receive no compensation besides that paid directly by our clients and as a result are not conflicted by any incentives to sell commission-based products. At Stephenson and Company, our only incentive is to help our clients succeed. Our clients look for us to simplify the complexities of wealth and offer solutions that enhance their quality of life. In doing so we keep you focused on where you want to go and guide you on how best to get there.

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Financial Advisor Experience

Brad is the founder and the Senior Wealth Advisor at Stephenson and Company, Inc. He has over 35 years of professional experience in the wealth management industry and started Stephenson and Company, an independent Registered Investment Advisory firm in 1991.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Life Planning, Retirement, Sudden Wealth

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Helpful Financial Planning Resources