Michael Brady, Cepa, Cvga

Michael Brady, Cepa, Cvga Email and Phone Number

President, Generosity Wealth Management @ Generosity Wealth Management
Michael Brady, Cepa, Cvga's Location
Boulder, Colorado, United States, United States
Michael Brady, Cepa, Cvga's Contact Details

Michael Brady, Cepa, Cvga work email

Michael Brady, Cepa, Cvga personal email

n/a

Michael Brady, Cepa, Cvga phone numbers

About Michael Brady, Cepa, Cvga

With over three decades in the finance industry, Mike Brady, founder of Generosity Wealth Management, prides himself on cultivating a firm that's dedicated to enriching lives through meticulous financial planning and wealth management. His dedication to empowering clients to create and preserve wealth transcends mere financial transactions; it's about nurturing financial security for families and fostering community prosperity.Mike stands as a beacon of trust for a diverse clientele. He excels at crafting strategic, tax-efficient, and cost-effective investment pathways, ensuring a safeguard against life's unforeseen financial adversities.An Eastern Michigan University alumnus with a degree in Finance, his journey in the financial sector has been robust and varied. Prior roles as Vice President at Agile Securities, Inc., President at Agile Group, LLC, and CFO at Agile Funds, Inc., have granted him a comprehensive understanding of financial services, from brokerage to mutual and hedge funds management.Beyond finance, his passion lies in giving back to the community. Mike has held numerous leadership positions in charitable and civic organizations, like BeadforLife and the Prison Dharma Network, employing his expertise to foster sustainable change. As an active member of the Rotary Club and various other community initiatives, he’s been instrumental in driving philanthropic efforts both locally and globally.As an avid reader, martial arts enthusiast, and fraternity leader, Mike applies the same dedication to continuous learning and mentorship in his personal life. Lambda Chi Alpha has been a significant part of this journey, where he’s been privileged to mentor young men, shaping them to become valuable members of society.Mike strikes a balance between professional diligence and personal commitment, aiming to create a legacy of generosity, wisdom, and community service.

Michael Brady, Cepa, Cvga's Current Company Details
Generosity Wealth Management

Generosity Wealth Management

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President, Generosity Wealth Management
Michael Brady, Cepa, Cvga Work Experience Details
  • Generosity Wealth Management
    President
    Generosity Wealth Management Oct 2008 - Present
    Boulder, Co, Us
    At Generosity Wealth Management, we uphold the principle that wealth should create positive impacts for you, your loved ones, and the causes close to your heart.Our approach is rooted in a profound commitment to realizing your financial aspirations, employing a blend of expertise, strategic planning, and deep insight. Effective wealth management has the power not only to secure your legacy but also to extend its benefits far and wide.We serve a diverse clientele, guiding them through every financial phase—whether they're accumulating wealth for the future or enjoying the rewards of a well-planned retirement.Choosing Generosity Wealth means partnering with a team that sees the complete picture of your financial potential.Our promise is to deliver tailored investment and wealth management strategies that resonate with your individual goals, values, and life plans.From ensuring your children's educational future to navigating retirement and safeguarding your hard-earned wealth, Generosity Wealth is your steadfast ally.*Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Generosity Wealth Management, LLC and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites*
  • Tactical Allocation Services, Llc
    President
    Tactical Allocation Services, Llc May 1996 - Nov 2006
    Active Management of Separately Managed Accounts, combined with full financial services.
  • Pearl Advisory Corporation
    Associate Financial Planner
    Pearl Advisory Corporation Sep 1991 - Jun 1993
    Administrative and Technical assistance on client accounts

Michael Brady, Cepa, Cvga Skills

Wealth Management Money Management Tax Planning Charitable Giving Estate Planning Comprehensive Planning Comprehensive Wealth Management Financial Planning Financial Management Investments Investment Strategies Investment Advisory Retirement Securities Mutual Funds Wealth Portfolio Management 401k Risk Management Ira's Retirement Income Strategies Wealth Preservation Strategies Managed Money Managerial Finance Strategic Financial Planning Financial Planners

Michael Brady, Cepa, Cvga Education Details

  • Eastern Michigan University
    Eastern Michigan University
    Finance
  • Lutheran High School North
    Lutheran High School North

Frequently Asked Questions about Michael Brady, Cepa, Cvga

What company does Michael Brady, Cepa, Cvga work for?

Michael Brady, Cepa, Cvga works for Generosity Wealth Management

What is Michael Brady, Cepa, Cvga's role at the current company?

Michael Brady, Cepa, Cvga's current role is President, Generosity Wealth Management.

What is Michael Brady, Cepa, Cvga's email address?

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What schools did Michael Brady, Cepa, Cvga attend?

Michael Brady, Cepa, Cvga attended Eastern Michigan University, Lutheran High School North.

What are some of Michael Brady, Cepa, Cvga's interests?

Michael Brady, Cepa, Cvga has interest in Social Services, Children, Adoption, See 1+see Less, Economic Empowerment, Abject Poverty In The Developing World, Reading, Poverty Alleviation, Hiking, Prison Work.

What skills is Michael Brady, Cepa, Cvga known for?

Michael Brady, Cepa, Cvga has skills like Wealth Management, Money Management, Tax Planning, Charitable Giving, Estate Planning, Comprehensive Planning, Comprehensive Wealth Management, Financial Planning, Financial Management, Investments, Investment Strategies, Investment Advisory.

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