C. Bradley Bond (AIF®, CFA, CFP®)

C. Bradley Bond focuses in the
following client markets or areas of practice:
- College/Education Planning
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
- Personal financial planning
- Retirement planning and distributions
- Investment planning
- Second opinions
- Estate planning and inheritances
- Tax planning
- Long-term care planning
- College planning
- Insurance planning and needs analysis
- Employee financial education
Additional Information
C. Bradley Bond is a member of the Garrett Planning Network, a nationwide network of professional, fee-only financial advisors who serve people from all walks of life, not just the wealthy. We offer services on an hourly, as-needed basis, with no minimum account size or net worth requirements.
NAPFA Start Date
October 10, 2000