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Brad Wilson is an Arizona native with deep ties to the state. He holds both a Bachelor of Arts and a Master of Business Administration degree from Arizona State University (ASU), as well as the CERTIFIED FINANCIAL PLANNER® certification from CFP Board. His career in finance began as a registered representative with an independent firm, eventually leading him to establish his own practice. In 2000, he made a career shift and joined Intel, where he has spent 23 years in various roles, including 16 years as a business analyst.
“My time at Intel was valuable,” Brad said. “But the rewarding experience of helping individuals prepare financially and transform their lives brought me back to financial planning.”
With firsthand experience in navigating life's challenges — including the loss of loved ones, health struggles, job changes, and unexpected expenses — Brad knows how crucial it is to have a financial plan. He recognizes that understanding the complexities of money management can be daunting, which is why he is committed to educating his clients on the importance of financial preparedness and the rewarding path to financial freedom.
Outside of his professional life, Brad cherishes time with his wife, Natalie, their five children, and seven grandchildren. He has a passion for music, enjoys attending concerts, and is a devoted fan of his hometown sports teams, including the Arizona Diamondbacks, Arizona Cardinals, and his alma mater, the ASU Sun Devils.