Bradley J Christensen, CRPS®

Brad has over 20 years of experience in the financial services industry, with a particular focus on company retirement plans — including 401(k), 403(b), NQDC, and defined benefit (DB) plans, among others. His background in trading and portfolio management gives him a strong foundation in market insight and rigorous analysis, which he applies to every client relationship.

What Brad finds most rewarding is working with everyday investors — the average Joes and Janes — and helping them build a clear path toward retirement. He has a gift for meeting clients exactly where they are, taking the time to explain complex financial concepts in terms that make sense, whatever their level of experience or familiarity with investing. He listens closely to understand each client’s goals and works thoughtfully to design strategies built for stability across industry and market cycles. At the core of his approach is a simple philosophy: value people, impart peace of mind, and enable joy.

Brad is bilingual in Spanish and English, allowing him to serve a diverse range of clients and communities. Outside the office, he brings that same intentionality to his own life — he believes in living fully, not simply going through life. An avid traveler with a deep love for exploring new places and cultures, Brad also treasures time spent with his four children, and that balance of curiosity and connection shapes the way he relates to the many workers and investors he’s privileged to advise.