Brad Bartz Email & Phone Number
Managing Partner @ Ridgewood Wealth Management
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Brad Bartz Location
- Salado, TX, US
Brad Bartz Work
- Managing Partner @ (June 2019 - Present)
- Financial Consultant @ (May 2015 - April 2019)
- Portfolio Specialist Strategic Advisors @ (April 2014 - April 2015)
- Director Planning and Guidance @ (May 2012 - April 2014)
- 401k Retirement Realtionship Manager @ (November 2010 - May 2012)
- Investment Solutions Representative and Service @ (August 2009 - October 2010)
Brad Bartz Education
- Texas State University 2004
- Kaplan University
CFP professional educational program in financial planning
Brad Bartz Skills
- Personal Financial Planning
- Investments
- Tax Efficiency
- Retirement Planning
- Retirement Income Strategies
- 401k Rollovers
- Investment Strategies
- Annuity Sales
- Equities
- Fixed Income
- Individual Pension Plans
- Wealth Preservation Planning
- Municipal Bonds
- Managed Money
- Strategic Planning
- Leadership Development
- Investment Management
- Model Portfolios
- Wealth Accumulation
- Wealth Management
- Sales Process
- Sales Presentations
- Sales
- Life Insurance
- Long Term Care Insurance
- Life & Health Insurance Licenses
- Series 7
- Series 66
- Financial Advisory
- Asset Allocation
- 401(k) Retirement Savings Plans
- Life and Health Insurance Licenses
- Leadership
- Portfolio Management
- Strategy
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Brad Bartz Summary
- Brad Bartz, based in Salado, TX, US, is currently a Managing Partner at Ridgewood Wealth Management. Brad Bartz brings experience from previous roles at Fidelity Investments. Brad Bartz holds a Texas State University. With a robust skill set that includes Personal Financial Planning, Investments, Tax Efficiency, Retirement Planning, Retirement Income Strategies and more. Brad Bartz has 1 emails and 1 mobile phone numbers on RocketReach.
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