Brad Brescia, CFP^®

Brad is an experienced financial planner helping small business owners streamline their financial lives. His expertise is in simplifying intricate financial challenges. He combines data-driven precision with deep empathy to create personalized financial strategies that give clients peace of mind. By optimizing tax strategies, cash flow, and long-term success, he allows them to focus on what matters most - their businesses and families. While he currently works with a broad base of clients, he has honed his practice to work specifically with top producing real estate agents. If you’re a top producing real estate agent who would like to keep more of what you earn, schedule an introductory meeting so we can discuss. Since joining the financial planning industry in 2009, Brad has worked in a variety of roles and brings expertise in the areas of complex financial, estate, tax, and insurance planning, retirement preparation and transition, business succession, and multi-generational planning. He currently serves on the board of the Financial Planning Association of Central Florida and is actively involved in his church. As a lifelong Chicago Bears and Chicago Cubs fan, he intimately knows the pain of defeat and how to hold out hope for tomorrow. Brad considers it the honor of his life to be a loving husband to his wife and father to their two boys.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances