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Brad Barrett

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Brad Barrett

Vice President - Wealth Management | One Capital Management, LLC

Westlake Village, California, United States

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Brad Barrett

Summary

Brad Barrett is a seasoned Financial Consultant based in Westlake Village, California, with over a decade of experience in the investment advice industry. Currently serving as Vice President of Wealth Management at One Capital Management, he has a strong background in financial advisory and business development. His academic foundation in Economics and Political Science from Arizona State University complements his practical expertise. Brad's career reflects a commitment to helping clients navigate complex financial landscapes, demonstrating both analytical skills and a client-centric approach. He has transitioned from being a Financial Advisor at American Financial Network to a leadership role, indicating his growth and adaptability in the finance sector. His experience spans both small and larger organizations, showcasing his versatility in different corporate environments. Brad is passionate about empowering individuals and businesses to achieve financial success through tailored investment strategies. Beyond his professional endeavors, he is likely to be engaged in continuous learning and staying updated with market trends.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Brad Barrett

Work Experience

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Vice President - Wealth Management at

One Capital Management, LLC

January 2011 - Present

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Financial Advisor/Business Development Director at

American Financial Network, Inc.

June 2007 - October 2011

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Brad Barrett

Education

Arizona State University, Bachelor Of Interdiscplinary Studies

January 2005 - January 2009

Frequently Asked Questions about Brad Barrett

What is Brad Barrett email address?

Brad Barrett's primary email address is ********@onecapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Brad Barrett work for?

Brad Barrett is a Vice President - Wealth Management at One Capital Management, LLC, a company specializing in Security brokers & dealers.

Where Brad Barrett graduated from?

Brad Barrett holds a degree in Economics And Political Science from Arizona State University.

How can I directly contact Brad Barrett?

To contact Brad Barrett directly, you can use the email address ********@onecapital.com. Complete contact information is available upon registration with Muraena.

Who is Brad Barrett?

Brad Barrett is a seasoned Financial Consultant based in Westlake Village, California, with over a decade of experience in the investment advice industry. Currently serving as Vice President of Wealth Management at One Capital Management, he has a strong background in financial advisory and business development. His academic foundation in Economics and Political Science from Arizona State University complements his practical expertise. Brad's career reflects a commitment to helping clients navigate complex financial landscapes, demonstrating both analytical skills and a client-centric approach. He has transitioned from being a Financial Advisor at American Financial Network to a leadership role, indicating his growth and adaptability in the finance sector. His experience spans both small and larger organizations, showcasing his versatility in different corporate environments. Brad is passionate about empowering individuals and businesses to achieve financial success through tailored investment strategies. Beyond his professional endeavors, he is likely to be engaged in continuous learning and staying updated with market trends.

Brad`s contact details

mail

********@onecapital.com

Colleagues

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Patrick Bowen

President

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Steven Cowley Cfa

Chief Investment Officer

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Cfp Rohan Nayak

Executive Director | Wealth Management

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Samantha Bakke Cfp

Executive Director l Wealth Management

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Sean Mckeon

Investment Advisor / Managing Director

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Cfp Eric Hamel Clu Aep Aif

Executive Director | Wealth Management

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Danielle Spencer

Executive Director | Operations

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Cfp Brad Barrett

Managing Director

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Don Mcdonald

Founder | Manging Director

Dan Stridsberg

Managing Director

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