- Who We Are
- What We Do
- Join Our Team
- Client Login
Private Wealth Advisor
Brad Borden, CFP®, Private Wealth Advisor, is a graduate of the Kellstadt School of Business at DePaul University with an MBA and double concentration in Investment Management and Finance. Brad also has a Bachelor of Science in Medical Technology from Louisiana Tech. Brad is a CERTIFIED FINANCIAL PLANNER™ certificant and holds his series 7 through LPL Financial, his series 66 through 360 Wealth Management LLC, and licenses in Variable Life Insurance & Annuity, and Life, and Health & Accident Insurance.
Brad resides in Old Metairie with his wife and children. He currently serves as Treasurer of the Knights of Columbus Council 8546 and as Vice-President of the St. Francis Xavier School Board. Brad fosters a sense of community as a devote member in his church parish and neighborhood charitable organizations that includes the Men’s Club of St Francis Xavier School and as founding member of the Hogs for the Cause team, Smoke Dem If Ya Got Dem.
A word from Brad:
Through my expertise in comprehensive financial planning, educating, designing and advocating for the financial strategies and goals of each of my clients is my ultimate desire. I strive to promote trust and dedication through my perspective as a husband, father, and devoted community leader to my clients. Furthermore, I understand the needs and goals of medical professionals, stemming from my fourteen years of experience in the clinical laboratories at Children’s Hospital in New Orleans and Northwestern Memorial Hospital in Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.