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 a Wealth Advisor, he enjoys helping clients in all stages of life gain what money can’t buy: peace of mind. In addition, he develops holistic retirement plans, builds tax-efficient portfolios to minimize income tax, and implements various planning techniques – Including Roth conversion analysis, Social Security planning, assessing insurance needs, and evaluating Medicare options. 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.
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 obtained his certificate in financial planning at the University of Georgia and holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Brad joined Buckingham Strategic Wealth through its 2016 merger with Herbein Wealth Management, where he had worked since 2010. Outside of Buckingham, Brad is the founder and owner of Educate PA, a comprehensive online job database for public school education jobs in Pennsylvania.
Brad and his wife, Ashley, live in Wyomissing, Pennsylvania and have two sons, Jackson and Cameron. Away from the office, he enjoys spending time with friends and family, watching sports, and playing fantasy football.