Broker Check

Bradley Stephenson

Blank Bio Image

Bradley Stephenson, CFP®

Brad is the founder and the Senior Wealth Advisor at Stephenson and Company, Inc. He has over 40 years of professional experience in the wealth management industry and started Stephenson and Company, an independent Registered Investment Advisory firm in 1991.

Brad attended the University of California at Santa Barbara, receiving a Bachelor of Arts degree with majors in Economics and Political Science.

Immediately upon graduation, he was offered a position with the Wall Street investment firm, Paine, Weber, Jackson & Curtis in San Francisco. During his tenure with the company, he expanded his professional capabilities and services by acquiring the designation of Certified Financial Planner in 1982.

After three years with Paine Weber, Brad and an associate started their own full service financial planning firm, International Financial Planning Group, Inc (IFPG). Serving as Principal and Vice-President, he directed the firm's investment management consulting and financial planning activities.

After ten years with IFPG, Brad established Stephenson and Company, Inc where he continues to provide financial planning, investment management, and consulting services.

Brad is an active member in the FPA, the professional membership organization for Certified Financial Planners and has served as President of the Orange County chapter of the ICFP (now known as the FPA). He maintains his CFP designation and expertise in financial planning through ongoing continuing education requirements.

Brad resides in San Clemente with his wife Teresa. They have three adult children Briana, Riley and Alexis.