Bradley Frisk

WORK HISTORY

EDUCATION

ABOUT BRADLEY FRISK

As an industry veteran with more than a decade of investment knowledge and financial prowess, Bradley Frisk crafts modern wealth management strategies and custom investment portfolios for affluent families, executives, and professionals. A true “people person” at heart, Brad enjoys building and fostering genuine, high-quality relationships with his clients and their families. His client-service approach is based on a clear understanding of their unique needs, and he strives to integrate every client relationship with tailored, multi-generational planning. In his current role, Brad has built a boutique wealth management practice specializing in multi-generational planning for families experiencing complex needs. His areas of focus often include tax-efficient strategies and investment portfolios with an after-tax return focus, executive compensation, wealth transfer, trust and estate planning strategies, and life insurance. In his free time, Brad enjoys every moment he can spend with his wife, Christy, and their three children, Braden, Everett, and Ellison. They reside in Rocklin, CA, and love spending time in the water, whether they’re surfing in Encinitas or fishing from their vintage canoe on Lake Tahoe. Like his clients, Brad also continues to plan for his ideal retirement and one day hopes to retire near Pebble Beach, where he can golf to his heart’s content. This information is intended for use by residents of CA, ID, MI, NV, TX, and WA only. CA Insurance Producer License Number 0G24890