Brad Good

Brad Good is a financial advisor and investor known for his role as the founder and CEO of San Luis Wealth Advisors, an independent registered investment advisory firm based in San Luis Obispo, California. He established this firm in 2020 after transitioning from a wirehouse model, seeking greater flexibility and control over investment strategies for his clients. Good's decision to go independent was influenced by his desire to provide tailored financial solutions and improve client experiences, particularly during the challenges posed by the COVID-19 pandemic.1

Before founding San Luis Wealth Advisors, Good gained extensive experience in the financial services industry. He had a successful career working with various firms, where he developed a deep understanding of wealth management and investment strategies. His transition to independence was marked by careful planning and execution, allowing him to efficiently manage client transitions and expand his client base.1

Good's approach emphasizes the importance of being adaptable and proactive in the face of challenges, drawing parallels between surfing and navigating the complexities of financial advising. He advocates for taking calculated risks and believes that with determination, success will follow.1