Bradley Newman

Bradley Newman

  • Masters in Financial Planning
  • Managing Director
  • Branch Manager
  • Senior PIM Portfolio Manager
Brad has been in the financial services business since 1996, and established Duncan-Newman & Associates in 2016. He is a qualified Senior PIM Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Wells Fargo Advisors Financial Network or approved third- party investment managers' strategies, funds or portfolios. In addition to portfolio analysis and strategy implementation, he specializes in investment strategies and retirement solutions. When clients request it, Brad works with other professional advisors to develop tax minimization and wealth transfer strategies. His objective is to help clients pursue their goals, even in difficult times.

Brad holds a Master of Science in Financial Planning and a Bachelors degree in Business Management from California Lutheran University in Thousand Oaks, California.

Bradley was ranked as a Forbes Best-In-State Wealth Advisor for 2021.

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CA Insurance License #0B81980 Resident State CA. 

*The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.