ABOUT BRAD WRIGHT, CFP®
Hi! I’m Brad. I’m originally from Massachusetts and after a short stint in Washington, D.C. and an extended stay in California, I’ve come full circle back to the Bay State. I’m a competitive sprint triathlete, avid boater, music enthusiast, financial planner, and entrepreneur.
As a Founding Partner of Launch Financial Planning, I’m committed to deeply understanding clients’ goals, and I lead the process of researching, planning, and implementing to achieve them.
I’m also a frequent guest speaker for Fortune 500 companies and often serve as a financial expert for Boston’s ABC affiliate WCVB-TV, the Mix 104-1 New England Lifestyles show, and TheStreet.com/Retirement-Daily.
While growing up I was always interested in music and finance (which I recognize now is an interesting combination). I took the radio route to California for two decades, enjoying entertaining and educating listeners and providing an escape from daily life. After successful roles as a television host and on-air personality with ABC, NBC, and CBS Radio, in 2007 I began my transition to financial planning.
With the vivid memory of my parents’ differing ideas around money and their limited knowledge about goal-based financial management, I wanted to understand the finance world better and become self-sufficient with my own finances. As television and radio continued to change and feel less fulfilling, I went back to school and completed the Personal Financial Planning curriculum at UCLA and passed the CFP® exam in 2010.
Now, instead of helping people escape their lives, I partner to guide people in fully enjoying their lives – their way. My experience and approach enable me to easily connect and build authentic relationships with clients to collaboratively determine and facilitate their path to financial independence.
I’m a Past President of the Financial Planning Association of New England and a member of the Television Academy.
I live in Andover, MA with my wife and two teenagers, and enjoy spending quality time in, on, or near the water as much as possible.
WHY CHOOSE US?
YOUR GOALS
True financial planning encompasses your entire financial life, from cash flow, college and retirement planning to risk and tax mitigation, to philanthropy and estate planning.
We begin by understanding your goals.
We will proactively look at your entire financial picture, create a personalized, holistic plan and educate you throughout the process.
OUR OBJECTIVES
As a fiduciary firm, we bring the highest level of objectivity and transparency to families, businesses, and organizations – at all times.
We will always either completely avoid or disclose any conflicts of interest and do what is best for the client.
Notably, the majority of financial advisors are not legally held to this standard, and they face potential conflicts of interest that can position their interests against those of their clients.
Launch is among the minority – a true fiduciary, legally bound to put our clients’ interests first at all times. You can rely on that.