Brad Wilson, CLU®
Managing Partner | Financial Advisor
Brad has over 20 years of experience in Comprehensive Financial Planning with a focus on developing retirement strategies. This includes investment risk & reward analysis, retirement asset management as well as Insurance & long-term care insurance needs analysis.
Brad's financial planning career began in 1999 with Lincoln Financial Advisors where his principal duties included the management of individual client accounts and building comprehensive financial planning models. In 2002, he joined Signal Hill Investment Services where he acted as the Director of Financial Planning.
In 2010, he formed Core+ Financial Strategies, LLC along with Co-Founder, Ronn Kudlacek. Brad enjoys helping his clients make informed and prudent financial decisions. Designing investment and retirement strategies that help pursue the financial goals and dreams of his clients is truly a rewarding career.
Brad earned a Bachelor of Business Administration with a major in Finance from Texas A&M in 1990. He currently maintains his Series 7, and 63 registrations. In 2014 Brad earned his CLU® or Chartered Life Underwriter® designation from the American College of Financial Services, the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter® is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management
In his spare time, Brad enjoys spending time with his daughter, Laura, exploring Houston's many restaurants or cooking a new recipe at home. Since childhood Brad has had a passion for playing golf and watching Aggie Football.