Brad Marshall

Brad Marshall AIF®, CDFA®

Founder / Wealth Advisor

“I get it. Growing up with a single mom who struggled financially influences every client conversation I have. I act with empathy… and more than 25 years of expertise.”


I fit every piece of your financial life together seamlessly.

I listen to each person’s story and help them define their goals. I describe the “what” and “why” of my recommendations, so they understand how it all fits together. I love empowering my clients with knowledge and conviction around their finances. And I’m confident this self-assurance will spill over into other aspects of their lives.


I’m originally from San Jose (go Sharks!) and graduated from UC Berkeley with a degree in psychology. I worked at large financial firms before founding my own independent firm in 2005 and hold the Accredited Investment Fiduciary designation and Certified Divorce Financial Advisor designation.


I have a wide range of interests, from blockchain and quantum physics to climate change and spirituality. And, if you are hitting the stage for some karaoke, give me a call.

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