Brad Wright Cfp® Email and Phone Number
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Established, agile, and affable CERTIFIED FINANCIAL PLANNER™ professional and business owner with a focus on building long-term relationships with clients. Providing personalized services from planning and investments to risk mitigation and financial education, in order to support a diverse array of clients in helping them achieve and maintain financial independence. Clients include doctors, technology VPs/Directors, broadcast media professionals, and business owners.Prior 18-year tenure as a major market radio and television host with success in Los Angeles and Boston, and experience as a Music Director and a film, television, commercial, and voice-over actor. Integrating a varied educational background in Communications, Political Science, and Financial Planning (CFP® designation and Series 65) with avid interests in the outdoors and music.A frequent expert resource for the media and a consummate team player with a zeal for ongoing personal growth and a highly collaborative style.Past-President of the Financial Planning Association of New England. Specialties: Financial Planning, Producing, Writing, Music Programming, Branding & Marketing
Launch Financial Planning, Llc
View- Website:
- launchfp.com
- Employees:
- 2
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Founding Partner And Chief Investment OfficerLaunch Financial Planning, LlcAndover, Ma, Us
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Founding Partner/Chief Investment OfficerLaunch Financial Planning, Llc May 2020 - PresentAndover, MassachusettsAs 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 public and private organizations.
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Director Of Financial PlanningNew England Financial Planning Group, An Independent Investment Advisor Feb 2014 - Apr 2020Burlington, MassachusettsProvided 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 Services, Inc. Member FINRA/SIPC Investment advisory services offered through New England Financial Planning Group. New England Financial Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. -
Financial Education ConsultantThe Pfe Group Aug 2015 - Jan 2019United StatesPresent 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%.
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On-AirCbs Radio Aug 2011 - Jun 2017Boston, MassachusettsOn 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). -
Tv & Radio Host, Actor, Voice-Over ActorKen Lindner And Associates Dec 2009 - Jun 2016Los Angeles/BostonFreelance 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.
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Financial PlannerTpw Financial Jun 2013 - Nov 2013Newton, MassachusettsProvide 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. -
Junior AssociateLamb Financial Planning Apr 2011 - Jun 2012Encino, California & Boston, MassachusettsWrote client holistic financial plans to include recommendations in:• Investments and Asset Allocation• Insurance Needs• Retirement Planning• Taxes• Estate Planning
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On-Air Kswd/The SoundBonneville International Oct 2008 - Jul 2011Los Angeles, CaliforniaWeekends and fill-in on 100.3 The Sound. -
On-Air Personality For Hot/Ac Format, Writer For Jack-Fm FormatDial-Global Digital 24/7 Formats Sep 2006 - Jul 2011Los Angeles, CaliforniaDial-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. -
Star 98.7 Afternoon Drive PersonalityClear Channel Communications 1998 - 2006Los Angeles, CaliforniaClear 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.• Anchored Act One, a one-hour, weekly, nationally-syndicated radio show that featured interviews with top actors, directors, and musicians.• Co-created, produced, and voiced Today’s Coolest, a daily 60-second feature for America Online.• Initiated sales and sponsorships with clients such as iPod, Access Hollywood, and NBC. -
Kroq Night PersonalityCbs Radio Jan 1997 - Feb 1998Los Angeles, CaliforniaInfinity 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.• Guest-hosted Loveline, a nationally-syndicated radio call-in show. -
Kome Afternoon Drive PersonalityInfinity Broadcasting Sep 1994 - Jan 1997San Jose, CaliforniaInfinity 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.• Interviewed and cultivated ongoing relationships with core artists, such as Tori Amos and David Bowie.• Hosted many different live events and broadcasts, including concerts and sales promotions, which generated non-traditional revenue streams for the station.
Brad Wright Cfp® Skills
Brad Wright Cfp® Education Details
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Political Science
Frequently Asked Questions about Brad Wright Cfp®
What company does Brad Wright Cfp® work for?
Brad Wright Cfp® works for Launch Financial Planning, Llc
What is Brad Wright Cfp®'s role at the current company?
Brad Wright Cfp®'s current role is Founding Partner and Chief Investment Officer.
What is Brad Wright Cfp®'s email address?
Brad Wright Cfp®'s email address is br****@****dio.com
What is Brad Wright Cfp®'s direct phone number?
Brad Wright Cfp®'s direct phone number is +178127*****
What schools did Brad Wright Cfp® attend?
Brad Wright Cfp® attended Ucla, American University.
What skills is Brad Wright Cfp® known for?
Brad Wright Cfp® has skills like Production, Financial Planning, Hosting, Music Programming, On Air, Writing, Personal Branding, Producing, Broadcast, Radio, Marketing, Television.
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