Directory

>

Cfp Brad Barrett

avatar

Cfp Brad Barrett

Managing Director | One Capital Management, LLC

Westlake Village, California, United States

View contact details (it's free)

Cfp Brad Barrett

Summary

Brad Barrett is a seasoned financial professional with over a decade of experience in investment management and financial advisory. As the Managing Director of One Capital Management, he focuses on tailored portfolio strategies for a diverse clientele, including private families and tax-exempt organizations. His expertise spans a wide range of financial services, from asset management to retirement planning, showcasing his comprehensive understanding of wealth management. Brad's career reflects a strong commitment to advanced planning, emphasizing wealth enhancement and protection. He holds a Bachelor's Degree in Economics and Political Science from Arizona State University, which complements his financial acumen. Known for his strategic approach, Brad has successfully navigated various roles in the finance sector, including independent advisory positions. His leadership experience and adaptability make him a valuable asset in the financial services industry. Outside of work, he is likely to have interests that align with his professional focus, such as emerging investment strategies and innovations in wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Brad Barrett

Work Experience

company logo

Managing Director at

One Capital Management, LLC

November 2011 - Present

company logo

Managing Director/Partner at

One Capital Management, LLC

January 2011 - Present

company logo

Independent Financial Advisor at

Securities America Inc.

January 2007 - October 2011

company logo

Operations Supervisor at

Washington Mutual Bank

June 2004 - December 2006

Logos provided by Logo.dev

Cfp Brad Barrett

Education

Arizona State University, Bachelor's Degree

January 2005 - January 2009

Frequently Asked Questions about Cfp Brad Barrett

What is Cfp Brad Barrett email address?

Cfp 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 Cfp Brad Barrett work for?

Cfp Brad Barrett is a Managing Director at One Capital Management, LLC, a company specializing in Security brokers & dealers.

Where Cfp Brad Barrett graduated from?

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

How can I directly contact Cfp Brad Barrett?

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

Who is Cfp Brad Barrett?

Brad Barrett is a seasoned financial professional with over a decade of experience in investment management and financial advisory. As the Managing Director of One Capital Management, he focuses on tailored portfolio strategies for a diverse clientele, including private families and tax-exempt organizations. His expertise spans a wide range of financial services, from asset management to retirement planning, showcasing his comprehensive understanding of wealth management. Brad's career reflects a strong commitment to advanced planning, emphasizing wealth enhancement and protection. He holds a Bachelor's Degree in Economics and Political Science from Arizona State University, which complements his financial acumen. Known for his strategic approach, Brad has successfully navigated various roles in the finance sector, including independent advisory positions. His leadership experience and adaptability make him a valuable asset in the financial services industry. Outside of work, he is likely to have interests that align with his professional focus, such as emerging investment strategies and innovations in wealth management.

Cfp`s contact details

mail

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

Colleagues

avatar
Patrick Bowen

President

avatar
Steven Cowley Cfa

Chief Investment Officer

avatar
Cfp Rohan Nayak

Executive Director | Wealth Management

avatar
Samantha Bakke Cfp

Executive Director l Wealth Management

avatar
Sean Mckeon

Investment Advisor / Managing Director

avatar
Cfp Eric Hamel Clu Aep Aif

Executive Director | Wealth Management

avatar
Danielle Spencer

Executive Director | Operations

avatar
Brad Barrett

Vice President - Wealth Management

avatar
Don Mcdonald

Founder | Manging Director

Dan Stridsberg

Managing Director

View Contact details (it's free)
Request Profile Removal