Meet Brad Long
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
- RFC - Registered 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
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