Brad Dickman, Cfp®, Chfc®, Ricp® Email & Phone Number

As a CERTIFIED FINANCIAL PLANNER™ professional, I believe education is the single most important factor for both my clients and myself. The rules and regulations for the investment and insurance industry are constantly changing, so I work hard to have the most up to date information. I feel that it is equally important for me to share that knowledge with my clients, so we can achieve both long-term and short-term financial goals. By analyzing which financial strategies best fit each individual situation, I will create a financial roadmap to guide each client through the milestones in life. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

• Managing Partner

  Stonebridge Wealth Strategies

  Aug 2006 - Present - Columbus, Ohio

  At Stonebridge Wealth Strategies, our mission is simple.We help families and individuals build wealth for the future while protecting their assets from the unforeseen.Through small manageable steps, we help you work toward achieving better financial health. We believe in an educational approach to financial planning. This empowers you to take control of your finances and makes you an integral part of the process. How do we do it? We get to know you. Once we understand your vision for the future, we develop a customized strategy to help you achieve it.