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Bradley Stephenson, CFP®

Bradley Stephenson,

Bradley Stephenson attended the University of California at Santa Barbara, receiving a Bachelor of Arts degree with majors in Economics and Political Science, in March 1978.

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 Paine, Weber, Mr. Stephenson expanded his professional capabilities and services by acquiring the designation of Certified Financial Planner. He completed the two-year program, offered through the College of Financial Planning in Denver, Colorado, in 1982.

Mr. Stephenson has been an active member in the FPA, the professional membership organization for Certified Financial Planners. He served as President of the Orange County chapter of the ICFP (now known as the FPA) in 1992. He maintains his CFP designation and expertise in financial planning through ongoing continuing education requirements.

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

After ten years with IFPG, Mr. Stephenson established his own independent Registered Investment Advisory firm in 1991. Stephenson and Company maintains strategic alliances with investment management consulting firms throughout the country, and provides financial planning, investment management, and consulting services.

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