Brad Weber serves as a Founding Principal Wealth Manager with Savvy Wealth, specializing in providing wealth management strategies for high net worth clients in the Orange County market. Over the past 32 years in the financial services industry, Brad has built client relationships by employing a team-based approach to monitor, oversee and implement wealth strategies for his clients. Brad’s practice at Savvy focuses specifically on advising clients in the areas of
- Banking, Credit and Custom Lending
- Retirement and Investment Advisory Solutions
- Estate and Wealth Transition Planning
Brad enjoys playing golf, watching sports, bbqing, and cooking with his extended family in the Portland area as well as with his daughter, Katie, who lives in Denver.
Brad holds his Series 7 and 66 investment licenses as well as his CA insurance licenses. He earned his BS degree from Portland State University with an emphasis in Finance.