Bradley D. Patrick CLU, ChFC

Senior Financial Advisor

Phone: 503-224-6868, ext. 114
Fax: 503-224-6887
E-mail:

 

 

 

Biography

 

Bradley D. Patrick CLU, ChFC is the Co-Founder and Senior Financial Planner of Cedar Mountain Advisors, LLC. This boutique-consulting firm provides customized asset management and comprehensive financial planning to businesses and individuals. Brad’s responsibilities include overseeing the Executive Benefits and Business Planning for Cedar Mountain Advisors’ corporate clients.

 

Brad provides comprehensive financial planning resources to both high net worth individuals and corporate clients.  He provides fee-based planning consisting of Retirement, Estate, Business Continuation, and Executive Benefit plans. He provides financial solutions to help to minimize taxes and increase his client’s net worth. 

 

Prior to founding Cedar Mountain Advisors, Brad spent 18 years with a large financial services firm in Portland, Oregon. For six of those years, he served on the management team for the organization.

 

Brad is a Chartered Financial Consultant (ChFC) as well as a Chartered Life Underwriter (CLU).  These professional designations were earned through The American College in Bryn Mawr, Pennsylvania in 2001 and 2002.  In addition, Brad is a member of the Portland Society of Financial Services Professionals, and was on the Board of that organization in 2002.

 

Brad and his wife Gina reside in Gresham with their two sons Ryan and Cole, and their daughter, McKenna.