Brad Weiner, CFP is a Senior Vice President of Wealth Management and a founding partner of the Sound Wealth Management Group at UBS in Seattle, WA. With over 15 years of experience in the industry, Brad and his team specialize in serving successful business owners, professionals, and executives with concentrated wealth positions. They provide personalized financial planning and wealth management services that address clients' liquidity needs, longevity outlook, and legacy goals.
Brad Weiner brings a unique background to his role, having served as a 20-year Navy Nuclear Submarine Officer and a Strategic National Defense Analyst. He leverages his expertise to help clients navigate the complexities of today's financial landscape and chart a course towards their goals. With access to the resources of a global wealth management firm, Brad and his team offer outstanding personal service and skill to their clients, addressing areas such as insurance, tax efficiency, charitable and family gifting strategies, and traditional, alternative, and private investment strategies.
Generated from the website