Brad Paul, AAMS®, CMFC®, CPFA®
Partner and Advisor
Brad is a seasoned Financial Advisor. For over 20 years he has helped many people and business owners with a broad array of financial matters. His experience gives him the insight to help his clients make well-informed financial decisions. Brad believes a well thought out financial plan is the foundation for long-term financial confidence.
Brad graduated from Shippensburg University in 1998 and obtained his Bachelor of Science in Business Administration in Finance with a minor in Economics. Brad started his career as a Financial Advisor with Waddell & Reed right out of school. With a strong work ethic and dedication to clients, he grew his practice quickly and was promoted to District Manager of the Mechanicsburg branch. After that Brad went back to focusing on his own practice. Over the next 20 years, he built a dedicated list of clients who count on him for his financial knowledge and experience. In 2017, he helped start Willowbranch Financial Group with Partners, Ryan Canfield and CathyOrwan (Retired).
Brad holds the Accredited Asset Management Specialist (AAMS®), the Chartered Mutual Fund Counselor (CMFC®), the Certified Plan Fiduciary Advisor (CPFA®) designation and currently holds his Series 6, 7, 63 and 65 licenses through LPL Financial. He is also licensed to sell annuities, life, long-term care, and disability insurance. Click here for a full list of services.
Brad has been recognized as a multiple time Crest Award recipient from Waddell & Reed.*
In his personal life, Brad enjoys spending time with family and being active. Amber is Brad’s wife and they have three children, Derek, Gavin and Hayden. Most of their weekends are full with soccer tournaments, school events and working in their garden. Brad is an avid volleyball player and keeps active with the kids. They also have two dogs and three cats, Dusty, Thor, Elvin, Happy, and Nora.
Brad volunteers with Special Olympics, Caitlin’s Smiles, and has coached many of his kid’s sports teams. He supports a host of other charities through donations and sponsorships.