Bradley Shammas, CFP<sup>&reg;</sup> - Financial Advisor

Bradley Shammas, CFP®

Financial Adviser

IWM Financial, Inc.

151 Yorba Street, Suite 200B
Tustin, CA 92780
+ 1 More Location

IWM Financial, Inc.

2900 Adams St, Ste C130
Riverside, CA 92504-4364
FINANCIAL ADVISOR'S WEBSITE
(714) 415-2680
+1 More Number
(714) 263-1953
CONNECT WITH Bradley
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General

Bradley Shammas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at IWM Financial, Inc. in Tustin, CA and the surrounding communities.

Financial Advisor Overview

We specialize in working with high-income families and owners of closely held businesses who are seeking an independent advisor to implement intentional wealth accumulation and tax-efficiency techniques. The majority of our clients need support in the following areas: Comprehensive Planning Business Planning Tax Strategies Investment Management Estate Planning

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA + over another dozen
  • Fixed annuities: CA + over another dozen
  • Variable annuities: CA + over another dozen

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. IWM Financial, Inc. and Client One Securities, LLC are not affiliated.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Stocks & Bonds, Starting a Family, Succession Planning, Personal Taxes

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Helpful Financial Planning Resources