Bradley Newman
- Masters in Financial Planning
- Managing Director
- Branch Manager
- Senior PIM Portfolio Manager
Brad has been in the financial services business since 1996, and established Duncan-Newman & Associates in 2016. He is a qualified Senior PIM Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Wells Fargo Advisors Financial Network or approved third- party investment managers' strategies, funds or portfolios. In addition to portfolio analysis and strategy implementation, he specializes in investment strategies and retirement solutions. When clients request it, Brad works with other professional advisors to develop tax minimization and wealth transfer strategies. His objective is to help clients pursue their goals, even in difficult times.
Brad holds a Master of Science in Financial Planning and a Bachelors degree in Business Management from California Lutheran University in Thousand Oaks, California.
Bradley was ranked as a Forbes Best-In-State Wealth Advisor for 2021, 2022, and 2023.
CA Insurance License Number: 0B81980. Resident State CA.
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of marketing materials.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Brad holds a Master of Science in Financial Planning and a Bachelors degree in Business Management from California Lutheran University in Thousand Oaks, California.
Bradley was ranked as a Forbes Best-In-State Wealth Advisor for 2021, 2022, and 2023.
CA Insurance License Number: 0B81980. Resident State CA.
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of marketing materials.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.