Certified Financial Education Instructor. Certified Wealth Management Specialist. Adjunct Professor. And the person who figured out money the hard way — so you don't have to.
Brad learned personal finance over the last 30 years. Recently he started teaching personal finance to his own Millennial children — and then their friends. What began as informal kitchen-table sessions revealed something bigger: the hunger for this kind of education is enormous, and the small, safe-group format is what unlocks it.
"I've been fortunate enough to have a good career and about 35 years of investing in the stock market — which allowed me to comfortably retire at age 60. But nobody really taught me how to save and invest. I learned it on my own — mostly because I had to as a family man. Turns out I actually enjoyed the process. Investing early and as much as possible was the key to living an above-average lifestyle and setting me up for a nice retirement. Now I want to help others understand the importance of being smart with money — and I want to catch people as early in their working career as possible."
Brad had to believe that regular people — young professionals, newly married couples, recently divorced women, small business employees — could grasp personal finance fundamentals quickly and confidently when taught the right way. The financial industry had conditioned people to believe this was complicated and best left to professionals. Brad believed the opposite.
What started as informal sessions revealed something bigger than expected: the hunger for this kind of education is enormous, and the safe, small-group format is what unlocks it. People don't just want information — they want permission to ask the questions they've been too embarrassed to ask anywhere else.
"Nobody taught me about money either. I figured it out the hard way — and it worked. Now I want to save you time and get you started quicker."
Four live sessions. A certified instructor. A small group where every question is a good one. $59.
