Our Advisors

 Brad draws from over 20 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 28 years, Linda.  They have two children, Jaeson and Lindsay.  Brad is also the proud grandfather of Haeley.

Licensing & Professional Development

  • Series 7, 66 & 24 registered through United Planners
  • ChFC - Chartered Financial Consultant
  • American College - Coursework done in the areas of Income Taxation, Investments, Risk Management, Fundamentals of Estate Planning, Retirement Planning, Estate Planning Applications, Financial Decisions for Retirement 
  • Washington State Insurance Licensed - Life & Disability

 

Gabriel Medina

 

 

 

 

 

 

 

 

 

 

Licensing & Professional Development

  • Educational Background:  California State University, Bachelor of Science in Finance
  • Series 7 Licensed - General Securities Representative
  • Series 66 Licensed - Uniform Combined State Law Exam (Securities and Advisory)
  • CRPC® - Chartered Retirement Planning Financial Counselor
  • Washington State Insurance Licensed - Variable, Life & Health, Life Underwriters
  • California State Insurance Licensed - Variable, Life & Health, Life Underwriters

Business Experience:

  • Financial & Estate Advisors, Inc. (05/2011 – Present),                        
  • United Planners Financial Services, Registered Representative (05/2011 – Present)
  • JP Morgan Chase Investments, Inc. (03/2010 – 05/2011),
  • Wells Fargo Advisors, LLC. Registered Representative (04/2007 – 03/2010),
  • U.S. Air Force / California Air National Guard (01/2000 – Present).