Bradley Warner, CFA, CFP®, MBA
Discipline Meets Perspective
President & Chief Financial Advisor
of Legacy Finance
Bradley brings a combination of advanced credentials and practical experience to every client relationship. As a Chartered Financial Analyst, Bradley holds a designation most often found among analysts at large institutional investment firms. He brings that same level of portfolio expertise directly to the individuals and families he serves through personal, face to face guidance.
• Chartered Financial Analyst designation earned after completing all three levels of the CFA exams
• CERTIFIED FINANCIAL PLANNER professional
• MBA from Pepperdine University earned on a full tuition scholarship
• Bachelor’s in Business Administration with a minor in Accounting
• Series 7, 66, and California insurance licenses
The Chartered Financial Analyst designation is widely regarded as one of the most rigorous credentials in the investment industry. Often referred to as “the bar exam of the financial world,” the program requires candidates to pass three demanding examinations with average pass rates typically below 50 percent. Each exam covers advanced topics including portfolio management, investment analysis, economics, and strict ethical standards, and must be completed alongside years of professional experience.
While the designation is most commonly associated with analysts and portfolio managers at large institutional investment firms, Brad brings that same depth of training and disciplined investment approach directly to the individuals and families he serves in his own backyard throughout Clovis and Fresno.
A Little More About Brad
When Brad is not working with clients, he enjoys spending time with his wife and planning their next trip together. The two share a passion for travel and run a travel blog and Instagram where they teach people how to use credit card points and rewards to travel. From flights to hotels, they enjoy showing others how to stretch their travel budgets and see more of the world without spending a fortune. It probably comes as no surprise that a financial advisor would enjoy finding smart ways to make points go further. Around town, you might find Brad at his men’s Bible study, watching a San Francisco Giants game, or out on the golf course trying to get a little better each time he plays. He will be the first to admit he is still learning the game, but he enjoys the challenge and the time outside.
