Brad Dehaven

Brad is located right here in our office and is sharing the space with us.  We have known Brad for nearly 20 plus years and referred many of our clients to him.  He has always provided exemplary service to our clients, and we have received rave reviews for him. His goal is to help people plan for predictable, sustainable lifetime income in retirement. Brad’s clients span most of Northern CA. Brad has been licensed Series 7, & 63 since 1983 and obtained his Securities Registered Principal license, Series 24 in 2005. Brad also has his CA Insurance licensed. Brad can assist you with many financial matters, including Retirement planning, review of current investment and annuities, Life Insurance, Long Term Care and much more. Some of Brad’s clients are three generations deep and he is proud to call them friends as well as clients. Brad is happy to meet with our clients by appointment for a no cost consultation. If you are interested in meeting with Brad or to learn more about him, you can contact him at his website https://www.retire101.net/ We hope you find this service as valuable as we do.