Bradley Saunders
Director at California Wealth Transitions, Inc. 714-975-9378 [email protected]
- Role
- Director at California Wealth Transitions, Inc.
- Location
- Brea, CA, US
- LinkedIn followers
- 500 followers
Experience
Director
California Wealth Transitions, Inc.
Jul 2020 — Present
CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families who are approaching a significant financial transition. Our clients have busy lives and complicated financial pictures. We specialize in working with their CPAs, Estate Attorneys, and other trusted advisors to build a financial plan, minimize taxes, and organize and manage their investments, allowing them more time to focus on what drives their bottom line.
Education
Pepperdine Graziadio Business School
MBA
1986 — 1999
California State University-Fullerton - College of Business and Economics
BS Degree
1978 — 1982
Skills
- Retirement
- Investments
- Retirement Planning
- Structured Products
- Fixed Annuities
- Portfolio Management
- Series 63
- Equities
- Financial Services
- Variable Annuities
- Separately Managed Accounts
- Wealth Management
- Financial Analysis
- Series 65
- Bloomberg
- 401k
- Private Equity
- Securities
- Asset Allocation
- Strong Business Acumen
- Asset Management
- Series 7
- Investment Advisory
- Fixed Income
- Business Strategy
- Strategic Financial Planning
- Wealth Management Services
- Iras
- Bonds
- Alternative Investments
- Options
- Hedge Funds
- Finra
- Investment Management
- Mutual Funds
- Estate Planning
- Wealth
- Investment Strategies
- Risk Management
- Etfs
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