About My Practice
Bradley Stephenson has been providing financial planning, investment
management and consulting services to individuals, trusts, and pension and
profit sharing plans since 1978. As a certified financial planner since 1982 and
Registered Investment Advisor since 1991, he has been using his extensive
knowledge, experience and expertise to enable his clients to establish, stay
focused on and realize their financial goals.
1978 Paine, Weber, Jackson & Curtis, San Francisco, CA
1981 Started International Financial Planning Group, Inc. with an associate. Served as Principal and VP; directed the firm's investment management consulting and financial planning activities.
1982 Acquired the CFP designation
1992 Served as President of the Orange County chapter of the ICFP
1991 - present Established Stephenson & Co., an independent Registered Investment Advisory firm. Provides financial planning, investment management and investment consulting services.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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