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Meet
The Team

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Our
Leadership 
Team

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We are a dedicated team of qualified financial professionals whose main focus is to act in your best interest

Chris Bradford, CFP®

Managing Partner
As an entrepreneur, Chris transitioned from a coaching career to his financial services career in 2002.  In 2003, Chris opened his first office in West Sacramento. Chris earned his CFP® designation in 2014 and has been practicing as an as an Independent Advisor.  Christopher C. Bradford graduated Jesuit High School, Carmichael California, in 1990.  Chris attended the University of California, Davis earning a Bachelor of Arts degree while majoring in Political Science, with minors in Geology and History.  While attending UC Davis, Chris was a fulltime assistant football coach from 1995 -2002. Chris is a Registered Financial Advisor with LPL Financial and holds the following licenses: Series 7,63, 66, California Life and Health insurance licenses (License # 0E11136) and is a Certified Financial Planner®  Chris and his wife Stina live in Carmichael, CA with their two Labrador Retrievers.  In Chris’s free time, he enjoys hunting, fishing, and playing golf.
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Stina Bradford

Operations Manager
Stina K. Bradford, graduated from NGG High School in Denmark in 1989. After spending a year, studying French in Paris, she attended the American College in London, earning a bachelor’s degree majoring in Fashion Merchandising. In 1994 Stina moved to California and met Chris. Stina and Chris have 2 sons in college, both graduating from Jesuit High School. Stina joined the business in January 2017 as a Licensed assistant and holds the following licenses: Series 7 and 66. In Stina’s free time, she enjoys skiing, kayaking, and playing golf. 
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