Bradley Schaffnit

CMFC, Principal

Brad Schaffnit joined the financial services profession in 2001 to provide accomplished individuals and families with investment management services, family estate planning tools, asset protection and risk management advice from an independent perspective. He also brings experience to business clients in the areas of corporate business succession planning, employee benefit plans, executive benefits strategies and business retirement plans.

He is well-versed in quantitative and fundamental equity analysis, structured portfolio management, and results-driven performance analytics. He holds a Chartered Mutual Fund Consultant designation. He is a registered representative with LPL Financial as well as a fee-for-service Investment Advisor Representative with HighPoint Advisor Group.

Brad is a member of The Professional Partners of The Children’s Place Association. He earned a Bachelor of Arts degree in Finance, from Florida State University.

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