BRAD BYRNS

BRAD BYRNS is a CERTIFIED FINANCIAL PLANNER™ who specialize in working with individuals and business owners on their financial planning needs, with specific focus on the areas of Business Owner Planning, Investment Planning, Retirement..... As a CERTIFIED FINANCIAL PLANNER TM practitioner, I am passionate about helping families and entrepreneurs unlock their maximum economic potential by creating road maps to success. We employ a team approach and utilize other top professionals when our client's needs fall out of our area of expertise. We follow a proven process where our recommendations are backed by economic models and research, using the latest technology and support... Our expertise covers four main areas of our client's lives including Financial Independence (retirement), Investments (IRA, 401k, tax efficient strategies), Estate Planning Strategies, and Business Owner Planning (exit and succession, valuation, benefits).

Also known as: Brad Byrns CA

Primary location: Alamo United States