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Brad Balen, Cfp® Email & Phone Number

Client Manager at City National Bank
Location: Irvine, California, United States 4 work roles 1 school
2 work emails found @cnb.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email b****@cnb.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
City National Bank
Role
Client Manager
Location
Irvine, California, United States
Company size
4733 employees

Who is Brad Balen, Cfp®? Overview

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Quick answer

Brad Balen, Cfp® is listed as Client Manager at City National Bank, a company with 4733 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at cnb.com and a matched LinkedIn profile for Brad Balen, Cfp®.

Brad Balen, Cfp® previously worked as Private Banker at Us Trust and Vice President at Union Bank. Brad Balen, Cfp® holds B.S., Business Administration - Finance from University Of Southern California.

Company email context

Email format at City National Bank

This section adds company-level context without repeating Brad Balen, Cfp®'s masked contact details.

*@cnb.com
74% confidence

AeroLeads found 2 current-domain work email signals for Brad Balen, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Brad Balen, Cfp®

Brad Balen, Cfp® is a Client Manager at City National Bank. He possess expertise in wealth management, investments, high net worth individuals, asset allocation, portfolio management and 16 more skills.

Listed skills include Wealth Management, Investments, High Net Worth Individuals, Asset Allocation, and 17 others.

Current workplace

Brad Balen, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

City National Bank
City National Bank
Client Manager
los angeles, california, united states
Website
cnb.com
Employees
4733
AeroLeads page
Company profile
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4 roles · 43 years

Brad Balen, Cfp® work experience

A career timeline built from the work history available for this profile.

Private Banker

Us Trust
1999 - 2007 ~8 yrs

Business Banking

Bofa
1983 - 1987 ~4 yrs
Team & coworkers

Colleagues at City National Bank

Other employees you can reach at cnb.com. View company contacts for 4733 employees →

DL David Liu David Liu Colleague at City National Bank Houston, Texas, United States, United States View → MP Maria Ponichtera Maria Ponichtera Colleague at City National Bank Los Angeles, California, United States, United States View → GD Gary Duong Gary Duong Colleague at City National Bank Los Angeles, California, United States, United States View → L( Lucia (Lucy) Thomas Lucia (Lucy) Thomas Colleague at City National Bank Los Angeles Metropolitan Area, United States View → AM Ann Marie Wood (Heymann) Ann Marie Wood (Heymann) Colleague at City National Bank San Diego, California, United States, United States View → BL Brian Love Brian Love Colleague at City National Bank United States, United States View → KH Kenia Hui Kenia Hui Colleague at City National Bank Las Vegas, Nevada, United States, United States View → ME Marinchi Estella Marinchi Estella Colleague at City National Bank Santa Clara, California, United States, United States View → ES Eric S. Eric S. Colleague at City National Bank Frisco, Texas, United States, United States View → DO David O'Kelley David O'Kelley Colleague at City National Bank Los Angeles County, California, United States, United States View →
1 education record

Brad Balen, Cfp® education

FAQ

Frequently asked questions about Brad Balen, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brad Balen, Cfp® work for?

Brad Balen, Cfp® works for City National Bank.

What is Brad Balen, Cfp®'s role at City National Bank?

Brad Balen, Cfp® is listed as Client Manager at City National Bank.

What is Brad Balen, Cfp®'s email address?

AeroLeads has found 2 work email signals at @cnb.com for Brad Balen, Cfp® at City National Bank.

Where is Brad Balen, Cfp® based?

Brad Balen, Cfp® is based in Irvine, California, United States while working with City National Bank.

What companies has Brad Balen, Cfp® worked for?

Brad Balen, Cfp® has worked for City National Bank, Us Trust, Union Bank, and Bofa.

Who are Brad Balen, Cfp®'s colleagues at City National Bank?

Brad Balen, Cfp®'s colleagues at City National Bank include David Liu, Maria Ponichtera, Gary Duong, Lucia (Lucy) Thomas, and Ann Marie Wood (Heymann).

How can I contact Brad Balen, Cfp®?

You can use AeroLeads to view verified contact signals for Brad Balen, Cfp® at City National Bank, including work email, phone, and LinkedIn data when available.

What schools did Brad Balen, Cfp® attend?

Brad Balen, Cfp® holds B.S., Business Administration - Finance from University Of Southern California.

What skills is Brad Balen, Cfp® known for?

Brad Balen, Cfp® is listed with skills including Wealth Management, Investments, High Net Worth Individuals, Asset Allocation, Portfolio Management, Estate Planning, Asset Management, and Mutual Funds.

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