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, 2022, and 2023.



CA Insurance License #0B81980 Resident State CA. 

*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.

Robert has acquired a deep knowledge of investments since entering the financial services industry in 1983 and establishing Duncan-Newman & Associates in 2016. He and Brad Newman have been working together since 1997. Robert holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Robert is a qualified financial advisor who, not only provides traditional advice and guidance, but also helps 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. Many clients have worked with Robert for more than a quarter century. He focuses on developing investment strategies and retirement planning strategies that seek to address each client's individual needs.

Robert earned a dual Bachelor's degree in Economics and History from Loyola Marymount University in Los Angeles, California. He is deeply involved in his community through his roles as Director of the Santa Barbara Navy League, past president of the Santa Barbara Maritime Museum, and Santa Cruz Island Advisory Council member, along with his participation in other nonprofit organizations. Robert and his wife, Carolyn, live in Santa Barbara, California, with their daughter, Emily.

Robert was ranked as a Forbes Best-In-State Wealth Advisor for 2021, 2022, and 2023.



CA Insurance License #0606994 Resident State CA.

*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.