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Brad Tedrick
K. Brad Tedrick, CFA®, CFP®, CPWA, 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 Private Wealth Analyst (CPWA®), 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.
 




Rebecca Eastom
Rebecca Eastom
Managing Director: Business and Client Development
 
Phone: 760-758-3702
Fax: 760-758-3495
CA Insurance License # 0H54166.
 

Rebecca has been in the financial services industry since 2009. She has years of experience starting, operating and managing small businesses. She joined WealthBridge Advisors in 2013.

 

Rebecca works directly with clients and prospective clients to help establish a good long term relationship and to ensure our services and expertise is available and utilized to our client’s full benefit.  She is passionate about individuals and businesses getting objective and comprehensive financial advice and is currently working towards the CFP® designation.

  

Rebecca joined WealthBridge Advisors in 2013 and has been in the financial services industry since 2009.  She holds a bachelor's degree in Philosophy from San Diego State University.

She holds a series 7 and 66 registrations held through LPL Financial.  She also holds her life and variable products license in California.  

 







 
 
 
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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