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Bradly Stevens MBA, LUTCF®, CLU®, ChFC®, WMCP®, CEPA™

(909) 307-4945

Bradly Stevens MBA, LUTCF®, CLU®, ChFC®, WMCP®, CEPA™

Bradly Stevens MBA, LUTCF®, CLU®, ChFC®, WMCP®, CEPA™

Financial Advisor

(909) 307-4945
bradly_stevens@pacificadvisors.com

I became a financial advisor because of the lack of education for the majority of families when it comes to their finances. After being in the industry for nearly two decades I realized that lack of financial education isn't just an average Joe problem it extends to most of the population including small business owners. Educating myself through formal and informal means has allowed me to better understand and address the needs and desires of many individuals and families, specifically those working in the medical and dental field and small business owners.

I focus on an education first mentality with my clients and always put their needs and desires first. I help my clients by getting a detailed understanding of where they are today and where they want to get to in the future. I work to help them get financially organized and educate them on where potential holes in their financial planning may be all while keeping their needs and desires as the top priority.

When not working I enjoy spending time with my son. We are avid hockey, baseball and football fans often attending game at the major and minor league levels. If not watching or playing sports I enjoy being around friends and family just having a good time and recently have started taking an interest in collecting wines.

My number one goal when working with a client is for them to feel educated and empowered when it comes to their finances. I have found when a client feels better educated they gain confidence in their financial situation as well. If you are looking to feel more educated about your financial situation leading to more confidence then we should talk, call or email me to schedule a complimentary consultation.