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Vice President, Wealth Advisor

Bradly Stevens, CEPA®, ChFC®, CLU®, WMCP®, AIF®, CLTC®, LUTCF®

About Bradly

Bradly Stevens has spent more than 20 years helping individuals in the San Diego area make clear, well-coordinated financial decisions. His advisory philosophy centers on listening first and teaching second, ensuring that clients can confidently understand and explain their own financial strategies. Many clients come to Bradly with various wealth components already in place, such as a 401(k), complex equity compensation, or a closely held business, but lack a unified strategy for how those pieces interact. Providing that critical coordination is the core focus of his practice. Bradly holds an MBA along with the CEPA®, ChFC®, CLU®, WMCP®, AIF®, CLTC®, and LUTCF® designations. His work primarily serves two distinct groups: high-earning professionals navigating complex equity compensation at San Diego’s technology and biotech companies, and entrepreneurs who run a business while simultaneously sponsoring its retirement plan. Bradly believes that in both scenarios, tax decisions and investment strategies are deeply intertwined; addressing them separately often leaves critical gaps in a long-term financial plan. Bradly resides in Moreno Valley with his son, Mason. Outside of the office, he dedicates most of his free time to his friends and family, staying active by working out, and watching sports.

FAQs

  • What’s the first step to getting started, and what should I expect during our first conversation?+
    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.
  • As a fiduciary, how are your investment incentives legally aligned with my personal success?+
    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.
  • How does your proprietary technology enhance, rather than replace, human investment expertise?+
    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.
  • How do I know my information and my wealth are safe on Farther’s platform?+
    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.
  • How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?+
    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.

Connect with Bradly Stevens, CEPA®, ChFC®, CLU®, WMCP®, AIF®, CLTC®, LUTCF®