Brad Wright Cfp® Email & Phone Number

Andover, MA, US

Andover, Massachusetts

As a full service, fee-only financial planning firm, we guide our clients in building their knowledge, in order for them to become financially independent and empowered to live the lives they choose. We are actively involved within our communities to help them grow sustainable and thrive. We educate, advocate, and collaborate with individuals and both.

Burlington, Massachusetts

• Provided full-service, financial planning to clients including recommendations in:
• Investments
• Risk Mitigation
• Retirement PlanningKey member of the firm's investment committeeFull management of the portfolio systems and processesTrusted client resourceExpert media resourceSecurities offered through Raymond James Financial.

United States

• Present personal financial planning workshops to Fortune 500 companies throughout the United States, covering health and retirement benefits. Groups range from 25-80 people per session.
• Combine financial planning acumen and TV/radio hosting background to communicate material in an entertaining, engaging and interactive fashion.
• Provide unbiased one-on-one financial counseling to participants as needed.Create and Executive Produce corporate videos for use in both employee presentations and to encourage presentation attendance.
• Increased attendance by 75%.

Boston, Massachusetts

• On air at both Mix 104.1 and WZLX.
• Host “The Love Seat,” a two-hour, weekly, relationship call-in talk show that broadens station audience.
• Frequent fill-in host for both the Karson and Kennedy, and Karlson and McKenzie morning shows.
• Selected to cover major entertainment events, such as American Idol in Hollywood, including interviewing A-List celebrities (e.g. Steven Tyler and Kiefer Sutherland).

Los Angeles/Boston

• Freelance Television, 1997-2016Host/Actor/
• Hosting and contributing to various television shows for ABC, VH-1, Game Show Network, KTLA, and E!
• Acting in many independent films, network daytime dramas including Days of Our Lives and The Young and the Restless, and commercials such as Toyota.

Newton, Massachusetts

• Provide full-service, fee-only financial planning to high net worth clients including recommendations in:
• Investments
• Insurance Needs
• Retirement Planning
• Estate PlanningProficient with Fidelity’s Wealth Central, and Morningstar’s Back Office Systems.

Encino, California & Boston, Massachusetts

• Wrote client holistic financial plans to include recommendations in:
• Investments and Asset Allocation
• Insurance Needs
• Retirement Planning
• Taxes
• Estate Planning

Los Angeles, California

Weekends and fill-in on 100.3 The Sound.

Los Angeles, California

• Dial-Global, Valencia, CA On-Air Personality/Music Director
• Host Mid-day, nationally syndicated radio show which airs in over 100 markets.
• Interview and cultivated ongoing relationships with core artists, such as Gavin DeGraw, Lifehouse, and Smashmouth.Writer for nationally syndicated Jack-FM format
• Create/write station imaging for nationally syndicated broadcast in a timely and topical fashion. One of two writers, creating 200 lines each month, which define the station brand in over 25 markets across the country.

Los Angeles, California

• Clear Channel Communications, Los Angeles, 1998-2006On-Air Personality
• Afternoon Drive personality for KYSR (Star 98.7).
• Hosted a four-hour live program each week day, which earned steadily increasing ratings in female target demographics.
• Interviewed and cultivated ongoing relationships with core artists, such as Goo Goo Dolls, Five for Fighting and Garbage.
• Regularly hosted live events and broadcasts, including concerts, panel discussions, and sales promotions, which generated non-traditional revenue streams for the station.
• Created and co-hosted On the Couch, a two-hour, daily, call-in talk show about relationships.

Los Angeles, California

• Infinity Broadcasting, Los Angeles, 1997-1998On-Air Personality
• Night personality for KROQ (106.7).
• Hosted a four-hour live program each week day, which earned increased ratings in male 18-34 target demographic.
• Interviewed and cultivated ongoing relationships with core artists, such as Blink 182, Jane’s Addiction, and Green Day.
• Actively participated in weekly Music Department meetings to determine which bands and songs to add to the weekly play list.
• Heavily influenced the decisions to add several new artists, including Matchbox 20 and The Mighty Mighty Bosstones.

San Jose, California

• Infinity Broadcasting, San Jose, 1994-1997On-Air Personality
• Integral part of the start-up of alternative formatted KOME, which became number one in the market within six months, and remained at the top for entire tenure.
• Afternoon Drive personality for KOME (New Rock 98.5).
• Hosted a four-hour live program each week day, which earned increased ratings in male 18-34 target demographic.
• Participated in a year-long “bit” on Howard Stern’s radio show, which culminated with Howard’s appearance on KOME’s Afternoon Drive program.
• Played a significant role in facilitating Smashmouth’s signing with a major record label.

Certificate, Personal Financial Planning

Ba, Political Science