Brad Wright, CFP®Independent Presenter and Financial Counselor
Brad Wright is an independent Presenter working with The PFE Group*. He is a practicing Certified Financial Planner™ practitioner, who has conducted workshops nationally since 2015. Brad has worked as a financial planner in both Los Angeles and Boston.
Brad earned a Bachelor of Arts degree from American University, in Washington DC, and graduated, with distinction, from UCLA's Personal Financial Planning program. Brad began his transition to financial planning over nine years ago from a successful career as a television and radio host. He has worked for ABC, NBC, and CBS Radio. His combination of talents enables him to easily connect and communicate in groups or one-on-one to collaboratively determine the best path to financial independence.
Brad serves on the Board of Directors of the Financial Planning Association of Massachusetts (FPA-MA). He has been quoted in financial publications, such as .S. News & World Report, Yahoo Finance and Boston.com, and has produced a series of engaging man-on-the-street financial education videos. He is a member of the Massachusetts Broadcasters Association and also fundraises for Boston Children's Hospital.
* Independent Presenters/Financial Counselors are contracted by PFE to deliver financial education only. Any and all financial counseling services provided for PFE and its clients is in a non-fiduciary capacity and should be considered general/educational only. It should not be considered financial planning, investment, tax or legal advice.