Bradley Lacore (CFP®, CPWA®)

Bradley Lacore focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Bradley Lacore serves as a dedicated Wealth Advisor within the firm providing investment advice and advanced planning for high net worth clients of WaterOak Advisors. Brad specializes in conducting deep analytical reviews of investor portfolios, identifying weaknesses and communicating ways to enhance investor return. Wealth Advisors coordinate the extensive planning, operational and portfolio management resources within the firm.

Prior to joining WaterOak, Brad managed the Energy and Metals Divisions in South Florida, London, and Singapore for OceanConnect.

Brad's educational background consists of a B.S. in Finance from University of South Florida. Brad is also a CERTIFIED FINANCIAL PLANNER™ professional (or CFP® professional), Certified Private Wealth Advisor® (CPWA®), and is a member of the firm's Advisory Services Committee. 

Additional Information

Brad grew up in Central Florida where he continues to reside with his wife and two sons.

NAPFA Start Date

October 03, 2018


This Office

145 Lincoln Ave Ste A Winter Park, FL 32789-3836 Phone: (407) 567-2956 Fax: (407) 622-1799