Brad Marshall, Aif®, Cdfa®

Brad Marshall, Aif®, Cdfa® Email and Phone Number

Founder, Accredited Investment Fiduciary®, Certified Divorce Financial Analyst® at Novus Wealth Group @ Novus Wealth Group
Brad Marshall, Aif®, Cdfa®'s Location
San Francisco Bay Area, United States
Brad Marshall, Aif®, Cdfa®'s Contact Details

Brad Marshall, Aif®, Cdfa® personal email

n/a

Brad Marshall, Aif®, Cdfa® phone numbers

About Brad Marshall, Aif®, Cdfa®

Brad Marshall, Aif®, Cdfa® is a Founder, Accredited Investment Fiduciary®, Certified Divorce Financial Analyst® at Novus Wealth Group at Novus Wealth Group. He possess expertise in retirement planning, investment advisory, wealth management, investment strategies, financial advisory and 35 more skills.

Brad Marshall, Aif®, Cdfa®'s Current Company Details
Novus Wealth Group

Novus Wealth Group

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Founder, Accredited Investment Fiduciary®, Certified Divorce Financial Analyst® at Novus Wealth Group
Brad Marshall, Aif®, Cdfa® Work Experience Details
  • Novus Wealth Group
    Founder, Accredited Investment Fiduciary®, Certified Divorce Financial Analyst®
    Novus Wealth Group Mar 2024 - Present
    Los Gatos | Pasadena - California
    “I get it. Growing up with a single mom who struggled financially influences every client conversation I have. I act with empathy… and more than 25 years of expertise.”WHAT’S MY SUPERPOWER?I fit every piece of your financial life together seamlessly.I listen to each person’s story and help them define their goals. I describe the “what” and “why” of my recommendations, so they understand how it all fits together. I love empowering my clients with knowledge and conviction around their finances. And I’m confident this self-assurance will spill over into other aspects of their lives.WHAT’S MY BACKGROUND?I’m originally from San Jose (go Sharks!) and graduated from UC Berkeley with a degree in psychology. I worked at large financial firms before founding my own independent firm in 2005 and hold the Accredited Investment Fiduciary designation and Certified Divorce Financial Advisor designation.NOVUS WEALTH GROUPA full-service wealth management firm, Novus’ approach includes sophisticated products, innovativetechnologies and informed guidance. The Novus team harnesses its collective experience to delivermodern, personalized solutions based on rigorous research and analysis to help clients navigate theirunique financial journeys.Welcome to Novus Wealth Group, Where Classic Analysis Meets Cutting-Edge Solutions.Simple. Clear. Transparent. It's the Novus way.
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Brad Marshall, Aif®, Cdfa® Skills

Retirement Planning Investment Advisory Wealth Management Investment Strategies Financial Advisory Retirement Estate Planning Investments 401k Strategic Financial Planning Exit Strategies Asset Allocation Investment Management Iras Wealth Financial Planning Asset Management Certified Divorce Financial Analyst Accredited Investment Fiduciary 401k Rollovers Wealth Preservation Planning Fixed Annuities Strategic Planning Series 7 Financial Goals Small Business Finance Financial Services Alternative Investments Financial Planners Mutual Funds Securities Strategy Customer Service Money Management Small Business Financial Management Independent Financial Advice Wealth Accumulation Retirement Income Strategies Financial Education

Brad Marshall, Aif®, Cdfa® Education Details

Frequently Asked Questions about Brad Marshall, Aif®, Cdfa®

What company does Brad Marshall, Aif®, Cdfa® work for?

Brad Marshall, Aif®, Cdfa® works for Novus Wealth Group

What is Brad Marshall, Aif®, Cdfa®'s role at the current company?

Brad Marshall, Aif®, Cdfa®'s current role is Founder, Accredited Investment Fiduciary®, Certified Divorce Financial Analyst® at Novus Wealth Group.

What is Brad Marshall, Aif®, Cdfa®'s email address?

Brad Marshall, Aif®, Cdfa®'s email address is in****@****oup.com

What is Brad Marshall, Aif®, Cdfa®'s direct phone number?

Brad Marshall, Aif®, Cdfa®'s direct phone number is (408) 395*****

What schools did Brad Marshall, Aif®, Cdfa® attend?

Brad Marshall, Aif®, Cdfa® attended University Of California, Berkeley.

What are some of Brad Marshall, Aif®, Cdfa®'s interests?

Brad Marshall, Aif®, Cdfa® has interest in Charitable Organizations.

What skills is Brad Marshall, Aif®, Cdfa® known for?

Brad Marshall, Aif®, Cdfa® has skills like Retirement Planning, Investment Advisory, Wealth Management, Investment Strategies, Financial Advisory, Retirement, Estate Planning, Investments, 401k, Strategic Financial Planning, Exit Strategies, Asset Allocation.

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