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Your Future, Your Plan
Brad Bryan, CFP®, Senior Financial Advisor
Brad Bryan
CUSO Financial Services, L.P.*
Partner with Brad to implement a personalized financial strategy that can help you reach your financial goals.
Everything in financial planning starts with an initial conversation.
“As a CERTIFIED FINANCIAL PLANNER™** professional, I work to develop a trusted relationship with you so I can better identify your individual needs as a client. From there, I construct a clear, customized pathway to reach your long-term goals based on time-tested principles. Whether those goals are centered around retirement planning, growing assets tax-efficiently, risk mitigation, purchasing a home, creating an income to supplement Social Security, or estate planning, I strive to make sure my clients understand all of their options. At the end of the day, I'm here as your partner to help safeguard your financial journey."
Check the background of this financial professional on FINRA’s BrokerCheck.
About Brad
Brad cares about his clients and acts as a fiduciary who puts their interests before his own. He works to make sure his clients’ financial strategies are personalized to their specific needs and goals. Brad graduated from Drexel University with a Bachelor of Science degree in Business Administration with a major in finance. He currently resides in Montgomery County and his interests include music, history, natural sciences, arts & culture, and sports.
- Licensed to sell securities, life & disability insurance, and annuities in the state of Pennsylvania
- Series 7 General Securities Representative
- Series 66 Investment Advisor Representative
- CERTIFIED FINANCIAL PLANNER™
Regional Coverage
Brad's regional coverage includes Citadel’s Limerick, Phoenixville, and Pottstown branches.
Schedule your complimentary consultation today!
With more than 20 years of experience as an investment professional, Brad brings a wide range of experience and technical expertise into his client relationships. Take advantage of the opportunity to partner with Brad and create a personalized financial plan that helps you stay on track toward meeting your long-term financial goals.
Email: BradBryan@CitadelBanking.com
Phone: (484) 713-3793
Fax: (484) 443-3790
Assistant: Kevin Oswald, (484) 713-3790
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
