David Bradshaw, CFP®

David joined HUB Retirement and Wealth Management in 2013 and works with clients on an individual basis to help them pursue their investment goals. Whether it be through one-on-one consultations with plan participants or through group education, David strives to help clients stay on the right track. He provides guidance and assists with the design of investment strategies, asset allocation and risk diversification. David welcomes inquiries from plan participants and truly enjoys helping them on their path towards retirement readiness.

Prior to his current role, David worked in private wealth management. During this time, he developed deep functional expertise while gaining broad exposure to business and client relationships, both valuable skills he brings to the team today. 

David earned his B.A. from Amherst College. He holds the Certified Financial Planner (CFP®) designation, the Series 6 and Series 63 securities registrations through LPL Financial and the Series 65 securities registration through Global Retirement Partners, LLC.

David enjoys stand-up comedy, reading, and sports. When not spending time with his family in Salem, you can find him catching up on the latest Dave Chapelle Netflix special.