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Services - Financial PlanningLocal Advisor

We Can’t Wait to Welcome You
Voted Best Financial Planner in Central California
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You initially found us because you needed a second opinion or guidance in filling in the missing gaps in your financial roadmap. We’re here to provide clarity and help you make informed decisions about your financial future

2025 Best of Central California, created by The Fresno Bee. Published on June 1, 2025. Data based on voting period between 2/17/25-3/7/25. Award winners are determined by online voting once per day. Readers were able to vote more than once. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor. See https://www.bestofcentralcalifornia.com/ for more award information.

Filling in Your Financial Roadmap
We Can Help Answer Questions Like:

  • Retirement isn’t just about how much you’ve saved—it’s about how long your income will last. We’ll help you map out spending, adjust for inflation, and create a reliable income strategy.

  • Strategic tax planning can help reduce what you owe now and in retirement. We’ll show you how to structure accounts, drawdowns, and gifting in a tax-efficient way.

  • Life changes—and so should your estate plan. We’ll review your current setup to ensure your documents reflect your wishes and minimize potential tax or legal issues.

What Do We Think Sets Us Apart?

At Legacy Finance, we take a fiduciary approach to asset management, acting in your best interest. Bradley, our lead advisor, holds both the CERTIFIED FINANCIAL PLANNER® certification and Chartered Financial Analyst (CFA®) designation. The CFA® is only held by approximately 4% of financial advisors. These certifications reflect his deep expertise in investment management, financial planning, and risk assessment.


A second opinion is absolutely free with no obligation, so why not schedule with us!

We look forward to meeting you soon!

*Sources: 2024 CFA Institute, 2023 Kaplan Schweser ‘What Can I Do With My CFA® Charter?, 2022 US Bureau of Labor Occupational Outlook Handbook: Personal Financial Advisors, 2024 Barron’s, CFP Board Crosses Key Threshold: 100,000 Certified Financial Planners

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