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Bradley Saunders

Director @California Wealth Transitions, Inc.

Brea, CA, US
EMAILS
[email protected]
MOBILE NUMBERS
+17•••••••87

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WORK HISTORY

Jul 2020 — Present

Director @California Wealth Transitions, Inc.

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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

1986 — 1999

Pepperdine Graziadio Business School

MBA

1978 — 1982

California State University-Fullerton - College of Business and Economics

BS Degree

SKILLS

RetirementInvestmentsRetirement PlanningStructured ProductsFixed AnnuitiesPortfolio ManagementSeries 63EquitiesFinancial ServicesVariable AnnuitiesSeparately Managed AccountsWealth ManagementFinancial AnalysisSeries 65Bloomberg401kPrivate EquitySecuritiesAsset AllocationStrong Business AcumenAsset ManagementSeries 7Investment AdvisoryFixed IncomeBusiness StrategyStrategic Financial PlanningWealth Management ServicesIrasBondsAlternative InvestmentsOptionsHedge FundsFinraInvestment ManagementMutual FundsEstate PlanningWealthInvestment StrategiesRisk ManagementEtfs

ABOUT BRADLEY SAUNDERS

Director at California Wealth Transitions, Inc. 714-975-9378 [email protected]

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