Bradley H. Bofford

About Bradley H. Bofford

Bradley H. Bofford, CLU®, ChFC®, CFP® is a Managing Director and Founding Partner of Financial Principles, LLC, a Hightower wealth management practice. With his deep industry knowledge and experience, Brad has been advising clients in making informed financial decisions for more than 30 years. Brad specializes in comprehensive financial planning, retirement planning and wealth management. He advises on complex financial challenges for successful business owners, executives, retirees, and affluent families in the Greater New York City metropolitan area focus on their financial independence. Brad began his career in financial planning in 1993 and co-founded Financial Principles, LLC in 1998 with Michael Flower. The Fairfield, NJ based financial services practice also maintains a satellite office in Midtown Manhattan. For 28 consecutive years, Brad has been recognized as a Qualifying Life Member by the prestigious Million Dollar Round Table, a global, independent association of more than of the world\'s leading life insurance and financial services professionals from more than 500 companies in 69 countries. To date, Brad has achieved 20 “Court of the Table” and 14 “Top of the Table” qualifications. Brad is also a multiple recipient of NJ Monthly’s Five Star Wealth Manager Award. He has served as a resource for various industry publications, including Dow Jones, BusinessWeek, Investment News, Financial Planning Magazine, Research Magazine, and New Jersey Business News. He has also been a featured speaker on “Your Financial Health Show” on WVNJ 1160 AM. Brad earned his Bachelor of Arts degree in International Relations from the University of Delaware in 1993. He is currently a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. Brad holds the Series 6, 7, 63 and 65 licenses, as well as Life & Health insurance licenses. He previously served as an Adjunct Professor at Fairleigh Dickinson University. Brad is very active in several community and charitable organizations. He recently completed his term on the Executive Board for the University of Delaware Alumni Association and currently is on the Lerner Advisory Board. Brad is an active donor to the Delaware Diamonds Society and the UD Carillon Circle. Previously he served on various committees of the UDAA and was President of the Northern New Jersey Alumni Club from 1995 thru 2013. He also is an active volunteer and donor for the Bergen County Horse Rescue in Mahwah, New Jersey.

Experience

1. Managing Director, Partner at Hightower Financial Principles, Llc

   Hightower Advisors

   May 2018 — Present · New York, NY, US

   Bradley H. Bofford, CLU®, ChFC®, CFP® is a Managing Director and Founding Partner of Financial Principles, LLC, a Hightower wealth management practice. With his deep industry knowledge and experience, Brad has been advising clients in making informed financial decisions for more than 28 years. Brad specializes in comprehensive financial planning, retirement planning and wealth management. He advises on complex financial challenges for successful business owners, executives, retirees, and affluent families in the Greater New York City metropolitan area focus on their financial independence.Brad began his career in financial planning in 1993 and co-founded Financial Principles, LLC in 1998 with Michael Flower. The Fairfield, NJ based financial services practice also maintains a satellite office in Midtown Manhattan. For 26 consecutive years, Brad has been recognized as a Qualifying Life Member by the prestigious Million Dollar Round Table, a global, independent association of more than To date, Brad has achieved 20 “Court of the Table” and 14 “Top of the Table” qualifications. Brad is also a multiple recipient of NJ Monthly’s Five Star Wealth Manager Award. He has served as a resource for various industry publications, including Dow Jones, BusinessWeek, Investment News, Financial Planning Magazine, Research Magazine, and New Jersey Business News. He has also been a featured speaker on “Your Financial Health Show” on WVNJ 1160 AM.Brad earned his Bachelor of Arts degree in International Relations from the University of Delaware in 1993. He is currently a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. Brad holds the Series 6, 7, 63 and 65 licenses, as well as Life & Health insurance licenses. He previously served as an Adjunct Professor at Fairleigh Dickinson University.

Education

• University of Delaware

  Bachelor of Arts, International Relations

  1989 — 1993

• The American College of Financial Services

  CLU, ChFC, Financial Services

  2003 — 2004