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Bradley Schaffnit
PartnerBrad 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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Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.
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The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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