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    Brad Schaffnit

    Managing Partner at Vertex Planning Partners, LLC

    Professional Background

    Brad Schaffnit brings over two decades of comprehensive experience in the financial services industry, having begun his career in 2001. His passion for helping individuals and families achieve their financial goals led him to specialize in various critical areas, including investment management, family estate planning, asset protection, and risk management. His independent perspective has enabled him to provide tailored services that meet the unique needs of his clients.

    Throughout his career, Brad has also worked extensively with business clients, delivering expert guidance in corporate business succession planning and employee benefit strategies. His expertise in executive benefits strategies and business retirement plans speaks to his holistic approach to financial planning. Clients can expect results-driven performance analytics, backed by his strong foundation in both quantitative and fundamental equity analysis.

    Currently, Brad is affiliated with HighPoint Advisor Group as a fee-for-service Investment Advisor Representative, where he leverages his deep understanding of the market to provide solid investment advice. He is also pursuing his Certified Financial Planning certification, further demonstrating his commitment to professional growth and excellence in service delivery.

    Brad's previous roles include Principal and Wealth Advisor at Schaffnit Wealth Management Group LLC, as well as positions with HighPoint Planning Partners and Principal Financial Group. His diverse experiences across various capacities have enriched his skills and deepened his insights into the financial landscapes that affect his clients.

    Education and Achievements

    Brad graduated with a Bachelor of Science (BS) degree in Finance and Financial Management Services from Florida State University - College of Business. His academic background laid the foundation for his career, equipping him with essential financial principles and management strategies that he applies to his current practice.

    As a lifelong learner, Brad recognizes the importance of staying updated on industry trends and best practices. The pursuit of his Certified Financial Planning certification is a testament to his dedication to enhancing his knowledge and skill set, ensuring that he can provide the most relevant and effective advice to his clients.

    Memberships and Professional Affiliations

    Throughout his career, Brad has actively participated in multiple organizations where his insights and expertise have contributed to collective knowledge. As the Managing Partner at Vertex Planning Partners, LLC, he leads a team dedicated to delivering high-quality financial advisory services that align with each client's goals and values.

    Brad has previously served as an Investment Advisor Representative at HighPoint Advisor Group LLC and Principal at HighPoint Planning Partners. These roles equipped him with significant experience in creating value for both individual investors and corporate clients, focusing on innovative solutions in wealth management and financial planning.

    As a former Financial Advisor at Principal Financial Group, Brad honed his skills in client relationship management and financial product knowledge. His broad experience across various financial entities positions him as a well-rounded and knowledgeable professional.

    Achievements

    • Over 20 years of expertise in the financial services profession.
    • Extensive knowledge in investment management, asset protection, financial planning, and risk management.
    • Experienced in equity analysis and portfolio management.
    • Pursuing Certified Financial Planning certification, indicating a commitment to professional growth.
    • Currently registered with HighPoint Advisor Group as a fee-for-service Investment Advisor Representative.
    • Led various financial advisory projects and initiatives within multiple organizations.
    • Successfully provided tailored financial strategies to high-net-worth individuals and families.

    Related Questions

    How did Brad Schaffnit develop his expertise in investment management?
    In what ways does Brad Schaffnit customize financial planning for business clients?
    What motivated Brad Schaffnit to pursue his Certified Financial Planning certification?
    How does Brad Schaffnit approach risk management for high-net-worth clients?
    What are the key strategies employed by Brad Schaffnit in portfolio management?
    Brad Schaffnit
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    Location

    Downers Grove, Illinois, United States