Bradley Shammas, Cfp® Email & Phone Number

Website: www.iwmfinancial.comCalendar: calendly.com/iwmfinancialWe work with people who feel like they pay too much in taxes and we work with people who feel like they can be more intentional with money decisions.During the 2008 financial crisis, I watched helplessly as family and friends lost their income, their jobs, and their homes. It was a difficult time for many people, and a desire to help eventually drove me to pursue a career as a financial planner after I finished my Business and Economics degree. I have been working in the financial planning industry since 2010, and with the advice and support of my mentors, I established IWM Financial.In 2012, I married the love of my life, and in 2015 we welcomed our daughter, Penelope, the most adorable little girl on the planet (but I might be a little biased). I am deeply committed to my family, so I strive to live a life full of passion and purpose in order to be a better husband and father. Likewise, my faith is an integral part of my life and this molds my personal and professional relationships. I earned a double major in Business Administration and Economics at California State University, Fullerton.I am a CFP® Certificate Holder, completing my education at UCLA.I’m a California native, living in Riverside, operating my business out of North Orange County, and am an active member of my church in Riverside.Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. IWM Financial, Inc. and Client One Securities, LLC are not affiliated.

Listed skills include Series 7, Investments, Process Improvement, Consulting, and 15 others.