Brad Fisher, CFP®, RICP®

Senior Financial Planner

 


"My goal is to make the financial planning process as seamless and easy as possible. Our comprehensive approach starts with you and plans around it."


Brad Fisher joined Accredited Wealth Management as a Senior Financial Planner in 2019. Brad offers extensive knowledge in all aspects of financial planning including investment management, retirement planning, and risk management. With his prior work experience in banking, insurance, and at a national brokerage firm, Brad uses his broad interrelated skills to create comprehensive wealth plans for clients at any stage of life.

He received his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2003 and his Retirement Income Certified Professional (RICP®) designation in 2014.

Experience

  • D. Scott Neal, Inc., Financial Planner

  • Wells Fargo Advisors, Financial Advisor

Education

  • Graduate certificate in Personal Financial Planning, Georgia State University

  • MBA in Finance, Wake Forest University

  • BA in Political Science, Vanderbilt University

Personal & Community

Brad has taught financial planning courses at Emory University in Atlanta and Bellarmine University in Louisville. Additionally, he has been an instructor for the Investment Planning module offered by Kaplan Continuing Education to industry professionals preparing to sit for their CFP® certification. He is a member of the Financial Planning Association (FPA).

Born and raised in Louisville, Brad returned home from Atlanta, GA in 2005 to be closer to family. Outside of work, he enjoys spending time with his family, watching college athletics, playing tennis, and coaching his children's sports teams. Brad has two boys that keep him very busy.

Phone (502) 290-1905