Isaac Bradley
Director of Financial Planning at Homrich Berg
- Role
- Director of Financial Planning at HB Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Isaac Bradley
HB Wealth is a national independent wealth management firm providing fiduciary, fee-only…
Experience
Director of Financial Planning
Sep 2022 — Present · Atlanta, GA, US
As Director of Financial Planning I work closely with clients and advisors on tax, estate, business transition, retirement, and charitable planning issues. I am responsible for defining and driving planning strategy and adoption, as well as implementing consistent planning processes across the firm. I am also responsible for creating and delivering scalable planning content, and helping advisors navigate and access relevant planning resources and information.
Education
Brevard College
Bachelor of Arts - BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Accounting
University of North Carolina School of Law
Doctor of Law (JD)
Skills
- Estate Planning
- Cpa
- Bankruptcy
- Accounting
- Commercial Litigation
- Legal Writing
- Tax
- Trusts
- Estate Administration
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