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Financial Planner Brad Bond  CFP®  CFA AIF(r) in Export PA

Brad Bond CFP® CFA AIF(r)

C.B. Bond Financial Planning, Inc.
Export, Pennsylvania

(724) 733-2280



Contact Details

Company Name C.B. Bond Financial Planning, Inc.
Logo C.B. Bond Financial Planning, Inc. Company Logo by Brad Bond  CFP®  CFA AIF(r) in Export PA
Website
Online Social Profiles
Main Phone (724) 733-2280
Main Location
5808 Glenwood Ct.
Export, PA 15632
United States
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Professional Background

Fees and Services Retirement and Distribution Planning, Investment Planning, Insurance and Employee Benefits, Stage-of-Life Issues, Hourly, Project, Fixed Fees

About C.B. Bond Financial Planning, Inc.

C. Bradley Bond, CFP®, CFA is President of C. B. Bond Financial Planning, Inc., a Fee-Only financial planning and Pennsylvania-Registered Investment Advisory firm located in Murrysville, Pennsylvania, a suburb of Pittsburgh.

 

Brad helps clients define their financial goals and objectives, and take prudent, informed steps to meet them. Services range from independent second opinions on a single issue to comprehensive financial planning and investment advice. For people seeking one-time, as-needed or periodic assistance, Brad offers financial advice on an hourly or fixed-fee basis, as well as real-time planning sessions to address specific issues in a focused manner. This approach provides clients with a specific, manageable engagement, and allows them the flexibility to do as much implementation on their own as they choose.

 

Brad has been in practice since 1996 and joined the Garrett Planning Network in September 2000 as a charter member. Brad and his fellow Garrett members believe that professional, objective financial advice is something all Americans can benefit from to build the brightest financial futures. Accordingly, Brad has no minimum income or net worth requirements for clients. Being a Garrett member enhances Brad's ability to provide cost-effective hourly and fixed-fee planning, thereby reaching out to people who might not ordinarily have access to independent, Fee-Only, fiduciary financial services.

 

Professional Memberships

-National Association of Personal Financial Advisors (NAPFA)

-The Garrett Planning Network, Inc.-Financial Planning Association (FPA)

-The CFA Institute

 

Professional and Educational Background

-CERTIFIED FINANCIAL PLANNER™ practitioner

-Certified Financial Analyst (CFA)

-Enrolled to practice before Internal Revenue Service

-MBA, Concentration in Investments and Finance, University of Pittsburgh

-MS, Mechanical Engineering, University of Michigan, Ann Arbor

-BS, Mechanical Engineering, Rutgers University, New Brunswick, NJ

-Registered Professional Engineer (PE), Commonwealth of PA

 

Please visit Brad's website to learn more.

Try This Budget Plan to Regain Control of Your Money by Brad Bond  CFP®  CFA AIF(r) in Export PA

Try This Budget Plan to Regain Control of Your Money

When most people draw up a household budget, they envision paying for a list of necessities and then using the rest of their income on “extras” that..

By: Brad Bond CFP® CFA AIF(r)

Tags: For Consumers, Nerdwallet, Budgeting

Posted: 10/15/2015

Read Article