Brad Kessler CFP ®

Brad has been in the business since 2010. As a Certified Financial Planner™, he works closely with every client to craft and execute their individualized financial plan. By focusing on efficient design and consistent results, he helps give his clients confidence and clarity about their future. While no two clients are alike, Brad believes virtually everyone can benefit from the help of a qualified financial planner.

Born and raised in Memphis, Brad grew up around small business. It was in his family’s drugstore that he learned the value of helping people. He is a graduate of the University of Memphis, holding a Bachelor of Arts in journalism, with a concentration in Public Relations. Additionally, he holds Series 6 and 63 securities licenses, as well as a CERTIFIED FINANCIAL PLANNER™ designation.

He will serve as a Hearing Panel Volunteer for the national CFP Board’s Disciplinary and Ethics Commission in November 2020.

Brad is a very involved daddy to his two children, Charlie and Maggie. In his off-time, he enjoys spending time on the tractor and working on projects at his home with his wife, Courtney, and their kids.