- BA Cal Poly ’94
- BA Political Science Cal Poly ’91
After receiving his MBA from Cal Poly in ’94, Brad began his career at Merrill Lynch as a Financial Consultant. Shortly thereafter he also became a licensed Realtor. He built a three decade career providing financial advice and asset management. A founding partner in San Luis Wealth Advisors, his career experience also included serving as a Managing Director at Wells Fargo Advisors. Throughout his career Brad has gained valuable experience in real estate as an advisor to sophisticated investors and as an investor in various commercial, agricultural, multi family complexes and single game homes for his own portfolio. He has transacted over $50m in properties. Further, he has also been active in private equity as an investor, as well as a consultant to capital raise campaigns for early stage companies.
Brad lives in San Luis Obispo with his wife, Trischa. They are proud parents to three children. He enjoys surfing, mountain biking and brazilian jiu-jitsu.
