Cameron Brady (CFP®)

Cameron Brady focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching

Planning Specialties

  • Budgeting, Cash Flow, and Debt Analysis
  • Net Worth Review
  • Asset Allocation and Asset Location Review
  • Education Planning
  • Insurance Analysis
  • Employee Benefit Review
  • Estate, Asset Protection, Charitable Gifting Planning and Review 
  • Business Planning
  • Retirement Planning
  • Long-Term Care Planning
  • Tax Planning
  • Social Security and Medicare Analysis
  • Investment Management 

Additional Information

Cameron has been providing clients with financial planning services and investment management for over 5 years in Chicago before joining his father at Michael Brady & Co. in the greater Cleveland area. Cameron specializes in working with high net worth individuals as well as Millennials and Gen X clients. He is always finding unique ways to connect with clients and provide the highest quality of advice and service.

Cameron is a graduate of Saint Joseph’s University’s Haub School of Business in Philadelphia, and studied at DePaul University’s Certified Financial Planner™ program in Chicago.

Cameron is a life member of the National Eagle Scout Association and remains active in the Boy Scouts of America as a mentor to youth in the Cleveland area. In the summer of 2016 Cameron summited Mount Kilimanjaro in Tanzania, Africa with his siblings and is always looking for his next adventure.

NAPFA Start Date

July 17, 2017

Submit
Submit