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Brad Stark

Personal Finance, Retirement, Investing
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“With over 20 years of experience in the financial industry, Brad Stark specializes in helping clients through challenging times with his integrated approach allowing clients to feel more confident in their financial future today.”
Firm:

Mission Wealth

Job Title:

Founder

Biography:

Brad Stark is a Principal and Co-Founder of Mission Wealth which has been recognized as one of America’s “Top Wealth Managers” for the past nine years. Brad is a member of the firm’s Executive Management and Investment Committees and is responsible for the firm’s client fulfillment process. It is his visionary excellence in the financial industry that drives the strategic direction of the firm.

Brad graduated from University of California, Santa Barbara with a Bachelor of Arts in Business Economics and later completed a Masters of Science in Financial Planning from College of Financial Planning. After completing his undergraduate education, John Hancock, one of the oldest and largest financial firms in the nation, recruited him into the financial industry. He was later asked to join the company’s high net worth division, “Signature Financial Network,” where he went on the “lecture circuit” talking about estate and investment planning. In 2000, Brad co-founded Mission Wealth, a firm built on the foundation of providing comprehensive, objective and independent advice to high net worth families. With twenty years of experience, Brad was named by the Pacific Coast Business Times as a “Top 40 Under 40”business leader in 2004 and has been recognized annually in “Who’s Who In Banking and Finance” edition since 2005. In 2011, Brad was ranked as one of America’s “Top 100 B/D Advisors” by Registered Rep magazine.

Since 1993, Brad has been a sought-after speaker on various financial topics for both public and private organizations, including: Northrop Grumman, Hughes Aircraft, McDonnell Douglas, the County of Los Angeles, Lockheed Martin, University of Southern California, Screen Actors Guild and the Charles Schwab 2007 Leadership Meeting. Brad has also been an adjunct professor for the California State University system teaching corporate finance at the California State University Channel Islands campus.

Born and raised in Los Angeles, Brad and his wife, Tammy, have enjoyed living in Westlake Village for the past fifteen years. His interests include travel, golf, sports and music.

Education:

BA, Business Economics, University of California, Santa Barbara

CRD Number:

2311807

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    Investing, Choosing an Advisor, IRAs
Is it normal for my broker to make over 50 trades in one year for one of my IRAs?

If you are paying a fee, then there is no financial incentive to trade beyond what they think is in your best interests.  If your relationship is commission based, then that is another story to consider.  If you own 10-12 different asset classes and you rebalance the account quarterly, 50 trades is not unreasonable on the surface.  Last year was not a good year and most all investors suffered losses broadly.

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    Estate Planning
How can a proper substitute for a trust be chosen?
0% of people found this answer helpful
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    Asset Allocation, IRAs, Stocks, Taxes, Income Tax
last month
    Retirement, 401(k), Asset Allocation, Bonds / Fixed Income, Choosing an Advisor
What is the optimum number of stocks and bonds to have in a portfolio?
24% of people found this answer helpful
last month
    Debt
Should I use most of my savings to pay off my student loans?
100% of people found this answer helpful
last month