Financial Advisor Michael Bradley on Starting From Scratch and "Doing Wealth Planning Differently"

Between Now and Success

English - December 15, 2022 19:07 - 37 minutes - 25.8 MB - ★★★★★ - 104 ratings
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Michael Bradley founded Bradley Wealth in 2002. Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele.

Michael and I have known each other since my days at Peak Advisor Alliance, and I was excited to catch up with him at the 2022 CAIS Alternative Investment Summit in Beverly Hills. We talked about his evolution from being a corporate executive for 15 years to starting his planning firm from scratch at the bottom of the Dotcom bubble. We also discussed why and how Michael made alternative investments a core part of his investment strategy.