Certified Financial Planner™

Accredited Investment Fiduciary


Garrett Bradbury is a CERTIFIED FINANCIAL PLANNER™ professional that works directly with clients to help them reach their retirement and other goals. He utilizes his expertise in cash flow management, retirement planning, estate planning, investment management, tax analysis, and insurance planning to develop unbiased and uniquely-tailored strategies for his clients’ ever-changing financial needs. Garrett earned his Bachelor of Business Administration from the University of San Diego and attended the University of California Irvine to complete the education requirements before earning the CERTIFIED FINANCIAL PLANNER™ certification.

When he’s not at the office, Garrett enjoys spending time with family and friends, being active and outdoors, collecting and creating art, and practicing Qigong and other styles of meditation.

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