Bradley D. Thomas, CFP®, ChFC®, CEPA
Founder and President
Founder of Bronwealth Financial & Tax, Brad works with affluent families and business owners on managing and preserving their wealth. His focus on comprehensive financial planning allows for his clients to focus on their business growth, or their personal hobbies with confidence that everything financial is set up for independence.
He was born and raised in Bucks County, PA, and received a bachelor’s from Penn State University. He served in 1st Battalion 3rd Marines from 2013 to 2017 where he worked with rockets and demolitions as an infantry Assaultman, a Sniper, and a Water Survival Instructor in the United States Marine Corps. He earned the rank of Sergeant prior to his honorable discharge.
Prior to founding Bronwealth Financial, he was a Financial Advisor at Merrill Lynch in Newport Beach, California, and Doylestown, Pennsylvania. He earned his CERTIFIED FINANCIAL PLANNER® certificate while carrying a textbook, one at a time, through the California desert, Korea, and Japan, studying finance from a sleeping bag. He finished his last 3 courses from the comforts of a desk after his military service.
Brad enjoys spending time with his wife, daughter, and golden retriever. He spends his free time jogging or working out in the gym to keep himself physical and mentally fit for his family and clients.
He looks forward to learning more about how he can help you improve your financial circumstances, please click the link to start your free financial plan trail and Brad will reach out.
