Brad Hubbard CFP, CRPC
TrustedLet me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you.
Areas of focus
Retirement Planning Strategies
Investment Management
Social Security Retirement Benefits
Retirement Income Strategies
Saving for Education
Overview
Mentions in press and media 10
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Nov 12, 2021 | Margin account: A brokerage account that allows investors to borrow money to buy securities | A margin account is a type of brokerage account that allows you to borrow against the assets in your account. Borrowing the assets in your account is known as a margin loan and may have a lower interest rate than unsecured loans. If the equ... |
| Nov 11, 2021 | Margin account: A brokerage account that allows investors to borrow money to buy securities | Margin accounts have a maintenance requirement, which is how much equity you need to have in your margin account. insta_photos/Getty A margin account is a type of brokerage account that allows you to borrow against the assets in your accoun... |
| Jan 25, 2020 | A financial planner says the most 'financially disastrous' consequence of divorce happens years in the future: retirement | Advertisement Retirement savings are often destroyed by divorce - retirement accounts can be considered marriage property instead of personal property, and divided between two ex-spouses. Divorced households are seven percentage points more... |
| Jan 19, 2020 | 3 times a prenup is non-negotiable, according to a financial planner | Advertisement Prenuptial agreements aren't as bad as they sound, and for some couples, they're essential. A financial planner says that they're essential for anyone with a family business on one side of the marriage, for second marriages wi... |
| Jan 17, 2020 | 2 steps to take control of your money again after a divorce, according to a financial planner | Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options. Financial Planning 2 steps to take control of your money again after a divorce, according to a financial planner Writ... |
| Couples should discuss financial goals, be upfront | QUESTION: At what point should someone consider discussing their finances in detail with a significant other? ANSWER: Talking about finances can be one of the hardest things to bring up in a relationship, but if the relationship is a seriou... | |
| Saved more during the pandemic? Here are 4 ways to put extra money to work | Although the Covid-19 pandemic has turned many Americans’ finances upside down, it’s provided others with the opportunity to beef up their emergency savings. So much so that nearly 1 in 4 Americans have over 10 months of living expenses sav... | |
| Warren Buffett, Jack Bogle and financial planners agree: When stocks are down, 'don't watch the market closely' | Although the financial markets attempted a bounce back on Tuesday, they are largely in the midst of an extended sell-off that has punished some of the biggest names in stocks. The Dow Jones Industrial Average's seven-week slump is its longe... | |
| Margin account: A brokerage account that allows investors to borrow money to buy securities | Margin accounts have a maintenance requirement, which is how much equity you need to have in your margin account. insta_photos/Getty JUMP TO Section Chevron icon It indicates an expandable section or menu, or sometimes previous / next navig... |
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FAQ about Brad Hubbard CFP, CRPC
What has the press written about Brad Hubbard CFP, CRPC?
Parsers VC has collected 10 articles mentioning Brad Hubbard CFP, CRPC, among them “Margin account: A brokerage account that allows investors to borrow money to buy securities” (Nov 12, 2021) and “Margin account: A brokerage account that allows investors to borrow money to buy securities” (Nov 11, 2021).
Is Brad Hubbard CFP, CRPC still active?
Yes, Brad Hubbard CFP, CRPC is active; its latest activity on Parsers VC dates from Oct 13, 2026.