Bradley Brescia (CFP®)

Planning Specialties

Brad Brescia is a CERTIFIED FINANCIAL PLANNER™ professional who serves as a long-term advisor to families navigating complex financial decisions. He functions as a family CFO, guiding clients through cash flow planning, retirement preparedness, investment strategy, estate and trust considerations, and multi-generational wealth.

Since beginning his career in 2009, Brad has worked with individuals, families, and business owners who value coordination and clear direction in their financial lives. He helps clients see over the horizon, simplifying complexity and providing the confidence needed to move forward with peace of mind.

Brad coordinates with clients’ attorneys, CPAs, and other professionals to keep every aspect of their financial life aligned. He is especially effective with those who value a comprehensive partnership and want a trusted advisor involved in their major decisions.

Brad joined Moisand Fitzgerald Tamayo in 2023 after building a broad foundation across the financial planning profession. His approach is grounded in education, practical guidance, and helping clients make sound decisions through every stage of life. Outside the office, Brad is a devoted husband and father. He is active in his community and church, and he values time with his family above all.