Brad Schaffnit joined the financial services profession in 2001 to provide accomplished individuals and families with investment management services, family estate planning tools, asset protection and risk management advice from an independent perspective. He also brings experience to business clients in the areas of corporate business succession planning, employee benefit plans, executive benefits strategies and business retirement plans.
He is well versed in quantitative and fundamental equity analysis, structured portfolio management, and results-driven performance analytics. He holds a Chartered Mutual Fund Consultant designation and is a registered representative with LPL Financial, as well as a fee-for-service Investment Advisor Representative with Vertex Planning Partners and the HighPoint Advisor Group.
Brad is a member of The Professional Partners of The Children’s Place Association and a member of the Financial Planning Association (FPA). He earned a Bachelor of Arts degree in Finance, from Florida State University.