Brad Reichert

Brad Reichert is a seasoned financial advisor with more than 25 years of experience in wealth management and personal finance. He brings deep expertise across investments, insurance, tax planning, retirement income strategies, and cross-border financial planning (particularly for clients with ties to Canada and the United Kingdom). Brad’s holistic approach helps individuals and families navigate every facet of their financial life with clarity and confidence.

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Throughout his career, Brad has earned a number of advanced certifications that reflect his commitment to ongoing education and his ability to translate complex strategies into actionable plans. His comprehensive skillset is rooted in real-world application — from optimizing Social Security and Medicare decisions to structuring tax-efficient portfolios for clients with global financial connections.

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Originally from a small town in northeastern Wisconsin, Brad relocated to Phoenix in 2001 and proudly calls the Valley of the Sun home. Outside of work, he enjoys English Premier League soccer, Green Bay Packers football, supporting military veteran causes, learning languages, traveling the western U.S., and cheering on his nephews at their high school and college sporting events.

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