Brad Bartz Email & Phone Number

Managing Partner @ Ridgewood Wealth Management

5 free lookup(s).

Brad Bartz Location

Salado, TX, US

Brad Bartz Work

2019 - now Managing Partner @ Ridgewood Wealth Management
2015 - 2019 Financial Consultant @ Fidelity Investments
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2014 - 2015 Portfolio Specialist Strategic Advisors @ Fidelity Investments

2012 - 2014 Director Planning and Guidance @ Fidelity Investments
2010 - 2012 401k Retirement Realtionship Manager @ Fidelity Investments
2009 - 2010 Investment Solutions Representative and Service @ Fidelity Investments

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Brad Bartz Education

Texas State University
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

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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.

Brad Bartz Emails

Found 1 emails

@ridgewoodwealth.com

Brad Bartz Phone Numbers

Found 1 phone numbers

+1 817-301-XXXX

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Brad Bartz

Managing Partner at Ridgewood Wealth Management

Salado, TX, US
1
- ridgewoodwealth.com
1
- +1 817-301-XXXX

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