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Brad Tedrick
K. Brad Tedrick, CFA®, CFP®, CIMA®
President
 
Phone: 760-758-3702
Fax: 760-758-3495
CA Insurance License # 0B47923
Brad is the Founder of WealthBridge Advisors and actively works with his clients in the area of Wealth Management.  He entered the financial services industry in 1994.

Brad’s areas of expertise include investment analysis and evaluation, asset management, investment portfolio design and implementation, illiquid asset planning and financial planning for individuals and corporations.

Brad holds a bachelor’s degree in Economics from San Diego State University and earned his master’s in Financial Services from the American College in Pennsylvania.

Brad’s designations include Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA®), Chartered Alternative Investment Analyst (CAIA), Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).  He is a member of the CFA Institute, the Financial Analysts Society of San Diego, the Investment Management Consultants Association and the Chartered Alternative Investment Analysts Association.
 





 
 
 
Financial Advisors at WealthBridge Advisors may also be registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WealthBridge Advisors, a registered investment advisor and separate entity from LPL Financial.The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AZ, CO, MA, ME, NY, OH, OR, TN, TX, WA 
 


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