Brad Anderson

Brad Anderson started in the financial services industry in 2010, working as a practicing wealth advisor since 2020. Before becoming a Financial Advisor, Brad worked in retirement planning consulting and served as a Director of Product Development. This diverse background helps him bring a thoughtful, well-rounded perspective to each client relationship.

Brad helps clients develop comprehensive financial plans designed around their goals and priorities. His work includes retirement planning, investment strategy, tax-efficient planning, estate plan reviews, risk management, and helping clients evaluate important financial decisions as their circumstances evolve. He believes that a thoughtful, coordinated approach can provide clients with greater clarity and confidence as they prepare for the future.

Brad earned a bachelor’s degree in marketing from the University of Nevada, Las Vegas and has held the CERTIFIED FINANCIAL PLANNER® certification since 2014.

Outside the office, Brad enjoys embracing the outdoors in the Pacific Northwest, including mountain biking, as well as playing racquet sports. He loves spending time with his two daughters, working to keep up with the endless number of activities they are involved in! He also teaches Sunday school to fourth graders on weekends.