Brad draws from over 25 years of experience and knowledge in the estate and financial planning profession. His experiences and responsibilities over this period have built a foundation that allows him to bring value to his clients and their families.
Brad's services focus on the areas of portfolio management, investment asset allocation, estate planning and family wealth management. His clients are primarily pre-retirees, retired individuals and couples who are looking to increase their estate while they are living and then ultimately for loved ones after death.
Brad is a Registered Principal with United Planners Financial Services.
Brad lives in Woodinville, WA with his wife of 34 years, Linda. They have two children, Jaeson and Lindsay. Brad is also the proud grandfather of Haeley, Lucas, and Jaelyn.
Kelly is a Registered Assistant with 16 years of experience in the financial services industry. She currently holds series 6 & 63 security licenses.
Kelly overseas the administrative and back office operations at Financial & Estate Advisors. Her most important objective is to provide clients with exceptional customer service. She truly has the best interests of our clients at heart.
More about Kelly;
Kelly was born and raised in Nampa, Idaho. She moved to Snohomish with her family in 2001 to begin working with longtime friend, Brad Long when he founded Financial & Estate Advisors.
Kelly is married to Eric, a Seattle Law Enforcement Officer. They have two children; Amanda & Jacob and a 6 year old grandson, Kelan.
Kelly is a registered assistant with United Planners Financial Services
What We Do
In today's complex financial markets, you are faced with a wealth of information about financial products and services.
This information is intended for use only by residents of Arizona, California, Hawaii, Idaho, Maryland, Nevada, New Hampshire, Oregon, Texas & Washington. Securities-related services may not be provided to individuals residing in any state not listed above.
Insurance-related services may not be provided to individuals residing in any states other than California and Washington.
Brad Long is a Registered Principal, Gabriel Medina and Mark Christensen are Registered Representatives offering Securities through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Brad Long, Gabriel Medina and Mark Christensen offer Investment Advisory Services through Financial & Estate Advisors, Inc., a Registered Investment Advisor. Financial & Estate Advisors is independent of United Planners.