David Bradford, Financial Advisor

FINANCIAL ADVISOR
David L Bradford Jr

CFP®, CEPA®
287 E Indiantown Road, Suite B-8, Jupiter, FL 33477opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Cooking
  • Woodworking
  • Community Outreach

Team Members

  • Sue Maccio
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(561) 741-1390

Fax

(877) 222-9182

Office Address

287 E Indiantown Road
Suite B-8
Jupiter, FL 33477opens in a new window

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