Each individual is unique, and everyone has their own purpose and reasons for saving and investing for their future. My commitment to you is to fully understand what's most important to you – your unique situation – in order to create a customized solution to help you in pursuit of your purpose.
The foundation of my business is built on relationships, not transactions. Working with families, local business owners and individuals to help them achieve their goals is extremely rewarding, and I am continually inspired by the hard work and dedication of each of our clients.
We use our established process to understand where you are, where you want to be and how to get you there. We partner for the long term, regularly review your progress and adapt your strategy as your life's purpose evolves.
Our valued relationships are built with trust over time with serious long-term investors who value working with a financial advisor and are looking for a new way to achieve their goals.
About me: I'm an ocean enthusiast. I was raised on Southern Cal beaches and inspired by my family early on to be a good person, be respectful of others and help those in need.
You can find me in, on, under and near the ocean in my spare time; paddling, swimming, walking, breathing, fishing, golfing and scoring evening sessions in San Clemente, or at any one of my favorite spots from OC to Baja during good swells.
I volunteer on the executive committee for the South OC chapter of the Surfrider Foundation, working to put an end to plastic pollution in our oceans, and I'm an ambassador for the San Clemente Chamber of Commerce, supporting and promoting local business.
I earned a business degree in entrepreneurship from USC in 1991 and truly enjoy connecting good people together to foster relationships.
Favorite words to live by: Gratitude, Respect, Love, Kindness, Joy, Humility, Ohana, Aloha
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Outdoor Enthusiast
Phone NumberBrad S Thompson at (949) 940-0256
|Mon||08:30AM - 06:00PM|
|Tue||08:30AM - 06:00PM|
|Wed||08:30AM - 06:00PM|
|Thu||08:30AM - 06:00PM|
|Fri||08:30AM - 06:00PM|
|Sat||10:00AM - 02:00PM|
- Web Conferencing
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