Brad began his financial services career in 2003, driven by a passion for helping others achieve financial security. With over two decades in the industry, he takes a holistic approach to planning, ensuring that his clients’ financial strategies align with both their immediate needs and long-term aspirations. Brad is an advocate for financial literacy and speaks to groups nationwide on financial and retirement planning.
Brad earned his B.A. in Business from Loyola Marymount University and holds his Series 6, 7, 63, and 66 licenses. He has also earned the CLU® (Chartered Life Underwriter), AIF® (Accredited Investment Fiduciary), and CLTC® (Certification in Long-Term Care) designations and is currently pursuing the ChFC®.
Now based in Denver, he frequently returns to his hometown, Los Angeles, for business and family. Outside of work, Brad enjoys skiing, woodworking, and exploring Colorado’s great outdoors with his wife, Monica, and their three rescue dogs—Waffles, Sawyer, and Guppy the Puppy.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
