Professional Designations

Associate Wealth Advisor

Brad Brisan, CFP®

Brad knew from an early age that the financial world was his passion. At the age of 12, he collected earnings from his summer job to purchase his first stock.  Today, as an Associate Wealth Advisor, he enjoys developing holistic plans for clients in all stages of life to help them gain what money can’t buy: peace of mind.   In addition, he manages clients’ asset allocations, monitors investment opportunities, and implements various planning techniques.   The most rewarding part of his job is putting clients’ best interests first and knowing that his work gives clients the freedom to do the things that bring them the most enjoyment from life.

Brad joined Buckingham Strategic Wealth through its 2016 merger with Herbein Wealth Management, where he had worked since 2010.

A graduate of Elizabethtown College, Brad holds a Bachelor of Science with a double major in finance and entrepreneurship.  He was the 2009 recipient of the Wall Street Journal Award and was featured in the Wall Street Journal’s “Best in Class” section for academic excellence in finance.  He also holds the CERTIFIED FINANCIAL PLANNERTM professional designation.

Outside of Buckingham, Brad founded and owns Educate PA, a comprehensive online job database for public school education jobs in Pennsylvania.

Brad lives in Wyomissing, Pennsylvania.  He and his wife, Ashley, have two sons, Jackson and Cameron.  He enjoys spending time with friends and family, watching sports, and playing fantasy football.

Contact Brad

Let's look at the big picture, together.