Directory
>
Cfp Brad Barrett
Cfp Brad Barrett
Managing Director | One Capital Management, LLC
Westlake Village, California, United States
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.
Cfp Brad Barrett
Work Experience
Managing Director at
One Capital Management, LLC
November 2011 - Present
Managing Director/Partner at
One Capital Management, LLC
January 2011 - Present
Independent Financial Advisor at
Securities America Inc.
January 2007 - October 2011
Operations Supervisor at
Washington Mutual Bank
June 2004 - December 2006
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
********@onecapital.com
Colleagues
President
Chief Investment Officer
Executive Director | Wealth Management
Executive Director l Wealth Management
Investment Advisor / Managing Director
Executive Director | Wealth Management
Executive Director | Operations
Vice President - Wealth Management
Founder | Manging Director
Managing Director