Brad Kingsley, Cfp®, Cepa®

Brad Kingsley, Cfp®, Cepa® Email and Phone Number

Founder, Certified Financial Planner™ @ Kingsley Financial LLC
Mount Pleasant, SC, US
Brad Kingsley, Cfp®, Cepa®'s Location
Mount Pleasant, South Carolina, United States, United States
Brad Kingsley, Cfp®, Cepa®'s Contact Details

Brad Kingsley, Cfp®, Cepa® personal email

n/a

Brad Kingsley, Cfp®, Cepa® phone numbers

About Brad Kingsley, Cfp®, Cepa®

PERSONAL FINANCIAL PLANNINGWe strive to be known as the best financial planners for clients who are looking for:* Fee-Only: No commissions, kick-backs, or insurance sales* CFP©: CERTIFIED FINANCIAL PLANNER™* Fiduciary: Working for YOUR best interests – even if we earn less doing it!BUSINESS VALUE OPTIMIZATIONWe don’t only work with business owners, but if you own a business and are looking for:* Certified Exit Planning Advisor (CEPA®):--> Holistically serving business owners’ needs regardless of the timing of their exit* Certified Value Builder (CVB):--> * Leveraging the proven Value Builder System to enhance the value of your business* Over 20 years of entrepreneurship experience:--> Including the start, growth, and exit of privately-held businesses--> Accredited angel investor with over a dozen private investmentsIf you would like to learn more about either path – or both – just schedule a no-obligation complimentary introduction call.https://maximizeyourmoney.com/intro/

Brad Kingsley, Cfp®, Cepa®'s Current Company Details
Kingsley Financial LLC

Kingsley Financial Llc

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Founder, Certified Financial Planner™
Mount Pleasant, SC, US
Brad Kingsley, Cfp®, Cepa® Work Experience Details
  • Kingsley Financial Llc
    Founder, Certified Financial Planner™
    Kingsley Financial Llc
    Mount Pleasant, Sc, Us
    View
  • Kingsley Financial Llc
    Founder, Certified Financial Planner™ & Business Value Optimizer
    Kingsley Financial Llc Apr 2024 - Present
    Mount Pleasant, Sc, Us
    We're breaking the outdated 1% model! We provide flat-fee comprehensive financial planning - with investment management included - at one fixed rate. Reach out to learn about how this model benefits clients over outdated traditional fee models.
    View
  • Kingsley Financial Llc
    Certified Financial Planner™ & Business Value Optimizer
    Kingsley Financial Llc Dec 2017 - Apr 2024
    Mount Pleasant, Sc, Us
    Helping business owners optimize their business while maximizing its value.Value Optimization helps provide the Freedom envisioned when you started your business. Whether you want to sell your business soon, in the future, or never - optimizing for cash flow and value provides many benefits to enhancing the business you love (or want to love again)!
    View
  • Kingsley Financial Llc
    Business Coach
    Kingsley Financial Llc 2014 - Apr 2024
    Mount Pleasant, Sc, Us
    Helping owners:1) Increase cash flow (earn more)2) Remove dependency on themselves (work less)3) Build enterprise value (increase wealth)Maximize value, grow income, and build (or re-build) a business that can run without you - even if you never plan to leave.
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  • Cast Financial
    Lead Financial Planner | Fee-Only Fiduciary Certified Financial Planner™
    Cast Financial Dec 2017 - Apr 2024
    Helping clients maximize their money through holistic financial planning. Fee-only financial guidance on cash flow, estate, investment, retirement, college, insurance, tax, and small business planning.
  • The Value Builder System™
    Certified Value Builder™
    The Value Builder System™ Feb 2020 - Apr 2022
    Toronto, Ontario, Ca
    Your company is probably your largest asset.It’s likely worth more than your house or your investment portfolio. But unlocking the value in your business can be tricky. For you to cash out, someone has to want to buy the company you’ve created.That’s where The Value Builder Score comes in. The Value Builder Score is an assessment tool that allows you to see your company as a buyer would see it. Complete The Value Builder Score questionnaire (link below) and you will receive your overall score along with your performance on the eight key drivers of Value – each one of which is statistically proven to be important to buyers.https://maximizeyourmoney.com/value-builder-score/
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  • College Of Charleston
    Icat Business Mentor - The International, Cross-Curricular Accelerator For Technology @ Coc
    College Of Charleston Jan 2015 - Jan 2016
    Charleston, Sc, Us
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  • Orcsweb
    Founder And Ceo
    Orcsweb Jun 1996 - Jul 2014
    * Business start-up: Corporate and legal work to start and maintain first a sole proprietorship then a chapter C corporation.* Finance: Multi-million dollar budgeting, accounting, A/P, A/R, and everything else finance related in the early years before I hired a Finance Director to take over that role.* Technology architecture: Product development, network, server, and related items design and management, Microsoft Windows Server, Microsoft SQL Server, and related support - especially focusing on enterprise-quality solutions for high-performance and high-availability. Performed this personally for many years then worked with the Director of IT that I placed into this role.* Management: Managed a 20+ team with a focus on customer service and family feel; targeted the type of environment expressed in the book Raving Fans. Handled this personally for many years then hired Chief Operating Officer into this role.Technology Solutions Experience:* Managed Server Solutions: Especially Microsoft stack (MCSE, author, and speaker) with a smaller amount of experience on the Linux stack (RHCSA).* High-availability solutions: Front-end server web farms, Microsoft clustering solutions, virtualized solutions (Microsoft Hyper-V, VMware, Xen), hardware, network, and systems redundancy, content replication, synchronization, and centralization solutions.Microsoft Windows Server, Microsoft SQL Server, Microsoft Hyper-V Virtual Machine Manager, Microsoft Internet Information Services (IIS), Performance Analysis, Performance Optimization, Development Familiar, CentOS, MySQL, Apache
  • Lending Tree
    Director Of Technology
    Lending Tree 1999 - 2000
    Charlotte, Nc, Us
    Built-out distinct development, quality assurance, and production environments to help isolate and stabilize the production environment. Also helped architect a better high-availability solution by combining web farm technology with changes to the code to allow for better scale.Developed policies and processes for handling the movement from development through the QA team through to the production environment. Worked with the web operations, quality assurance, and server support teams to enhance the overall environment efficiency and stability.
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  • Consultant / Contractor
    Programming, Technology Architecture Guidance
    Consultant / Contractor 1995 - 1999
    Consulting/Contracting for Bank of America, First Union, Sprint: Microsoft-platform web programming, Microsoft web stack (IIS) configuration, Microsoft SQL Server and Oracle T-SQL queries and stored procedure development and optimization, web architecture guidance for a internal-to-web conversion projects.
  • Nasd
    Architect In Advanced Technologies And Integration
    Nasd 1996 - 1998
    Us
    I was a systems architect on the advanced technologies and integration team. We spent a lot of time researching and testing high-performance and high-availability solutions. Microsoft Windows Server, IIS, SQL Server, Windows Clustering, SQL Clustering, etc. Also performed some Active Server Pages and Microsoft SQL Server programming.Developed potential solutions, load and stress-tested them, documented and made recommendations. For the recommended solutions we further documented, helped deploy, then handed-off solutions to the daily operations teams.
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Brad Kingsley, Cfp®, Cepa® Education Details

  • Bryant University
    Bryant University
    Finance And Financial Management Services
  • Salisbury University - Perdue School Of Business
    Salisbury University - Perdue School Of Business
    Business - Marketing
  • National Tax Training School
    National Tax Training School
    Federal Income Tax

Frequently Asked Questions about Brad Kingsley, Cfp®, Cepa®

What company does Brad Kingsley, Cfp®, Cepa® work for?

Brad Kingsley, Cfp®, Cepa® works for Kingsley Financial Llc

What is Brad Kingsley, Cfp®, Cepa®'s role at the current company?

Brad Kingsley, Cfp®, Cepa®'s current role is Founder, Certified Financial Planner™.

What is Brad Kingsley, Cfp®, Cepa®'s email address?

Brad Kingsley, Cfp®, Cepa®'s email address is br****@****web.com

What is Brad Kingsley, Cfp®, Cepa®'s direct phone number?

Brad Kingsley, Cfp®, Cepa®'s direct phone number is 704541*****

What schools did Brad Kingsley, Cfp®, Cepa® attend?

Brad Kingsley, Cfp®, Cepa® attended Bryant University, Salisbury University - Perdue School Of Business, National Tax Training School.

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