Brad Bartick, CFP

Brad is a Wealth Planner at Baird, having recently joined the firm in late 2022. A behaviorist at heart, Brad’s focus as a planner has always been directed towards coaching fundamentally smart investing behavior. He is guided in this endeavor by a sincere belief that every individual has the power to make sound financial decisions and exercise great judgment in any of life’s many financial pursuits. Stewarding clients through obstacles and opportunities requires sharing technical expertise but also demonstrating compassion for how others think and feel about their goals, needs, and circumstances. Through active listening and valuing the perspective of others, Brad has been able to show countless investors how to employ simple methods to improve how they accomplish their goals.

Stewarding clients through obstacles and opportunities requires sharing technical expertise but also demonstrating compassion for how others think and feel about their goals, needs, and circumstances. Through active listening and valuing the perspective of others, Brad has been able to show countless investors how to employ simple methods to improve how they accomplish their goals. Brad has over 25 years of experience in the financial services industry.

He earned his B.A. in Psychology from Long Island University and completed his financial planning coursework at the University of Portland, earning his CFP® designation in 2011. He earned his Certified Wealth Strategist® from the Cannon Financial Institute in 2019. Brad has spent the last 18 years coaching financial professionals across the Western US to develop deeper relationships with their clients through comprehensive financial planning.