Brad Bolnick
Concierge Wealth Management for Entertainers, Entrepreneurs & Executives. Group 401k, Legal & ID Theft, Medicare. Actor.
- Role
- Managing Partner, Wealth Advisor at Gcb Private Wealth
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Brad Bolnick
I am the managing partner and founder of GCB Private Wealth, a fee-only financial…
Experience
Managing Partner, Wealth Advisor
Jan 2013 — Present · Austin, TX, US
We founded GCB Private Wealth because as entertainers (actors), entrepreneurs and former fortune 500 executives we felt underserved and misunderstood by the financial advising community. Our uniques needs, our unusual work schedules and our inconsistent earnings did not fit into the predefined models that existed. We know we are different and we want a firm that embraces and rejoices our uniqueness.At GCB Private Wealth our focus is on empowering you. Our approach to wealth management and financial planning is consultative, holistic and committed to excellence. We believe that by knowing all aspects of our clients financial objectives we can more efficiently map out their financial future. GCB Private Wealth is a fee-only financial planning firm, a Registered Investment Advisor in the states of NY and NJ. GCB serves clients nationally. For a full disclosure of the states in which I am registered to do business, please refer to party posts found on this profile do not reflect the view of GCB Private Wealth and have not been reviewed by GCB Private Wealth as to accuracy or completeness.
Education
University of Pennsylvania
BA, Economics
1985 — 1988
Skills
- Crpc
- Wealth
- Financial Planning
- Private Banking
- Nonprofits
- Equities
- Asset Allocation
- Acting
- Trading
- Film Production
- Money Management
- Yield Management
- Entertainment
- Income Protection
- Series 7
- Retirement Planning
- Multi-Generational Wealth Transfer
- Wealth Preservation
- Strategic Financial Planning
- Entrepreneurship
- Account Management
- Registered Investment Advisor
- Securities
- Estate Planning
- Private Investment
- Economics
- Leadership
- Wealth Management
- Portfolio Management
- Finance
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