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Brad Mendel, CFP®, EA Training New Advisors From The Ground Up
Manage episode 354203688 series 2895276
Вміст надано Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Ep 40 replay - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary role was to consult with small business owners on the design and administration of their defined benefit and defined contribution plans. In 2012, Brad passed his final exam to become an Enrolled Actuary (EA). Since joining Mendel Money Management, Brad earned his M.B.A. in Finance from the Kellogg School of Management at Northwestern University. While at Kellogg, he participated in the Kellogg Asset Management Practicum where students manage a portion of the endowment fund portfolio.
He is also a CERTIFIED FINANCIAL PLANNER (CFP®). Brad grew up in Northbrook, Illinois, and currently lives in the Roscoe Village neighborhood of Chicago with his wife, Kim, and daughter, Madison. He has always had a love for cooking but recently developed a sweet tooth learning how to make delicious cookies and cupcakes with his daughter. Brad has a love for sports and is an avid fan of all Chicago teams. In college, he played golf for Boston University and continues to play with clients and friends during the Chicago summers. Whether it be personally or professionally, Brad is always looking for ways to improve. You will notice this when working with him. He wants to be the best that he can be at everything he does.
To learn more about Brad Mendel and Mendel Money go to: https://www.mendelmoney.com/about-us/our-firm/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
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