Brad Reichert

Experience

Brad Reichert is a highly seasoned, highly-credentialed financial professional with over 25 years of experience within wealth management and personal finance.  Having worked as a banker, credit analyst, financial advisor, investment manager, and Certified Financial Planner™ for major US Investment and Financial Services firms like Morgan Stanley, USAA, Charles Schwab, and Bank of America over his career, Brad brings with him a great depth and breadth of experience in these many areas.

With first-hand knowledge and expertise that spans all areas of Credit and Lending, Debt Management, Investments, Income Tax Planning, Life/Health Insurance, and Annuities, Brad possesses a truly comprehensive skillset when it comes to the financial matters and concerns that many people often struggle with today.

Originally from Northeastern Wisconsin, Brad now resides in the Phoenix Metro area.  When he is not working or studying for another credential, his interests include English Premiere League soccer, NHL Hockey, Green Bay Packer football, supporting Military charities, training and working with large-breed dogs, movie collecting, and spending time with his family and close friends.

Education

Currently, Brad is the founder and Managing Director of Reichert Asset Management LLC, where he assists individuals, families, and business owners in achieving their aspirations of a secure and worry-free retirement, and a more prosperous financial future.

Recognizing the significance of education and the critical value of applied knowledge when always striving to deliver the very best in client outcomes, Brad has pursued and obtained several professional designations, including the ChFC®, CLU®, CTS™, and Certified Financial Planner™ (CFP®) designations, and the highly-regarded Chartered Financial Analyst (or CFA®) charter.

These certification programs provide experienced financial advisors with specialized knowledge and the application of advanced strategies within the areas personal financial planning, insurance, and investments.

Prior to entering the Financial Services industry 25 years ago, Brad graduated with individual Bachelor's Degrees in Finance and Economics from the University of Wisconsin, and more recently, earned an MBA Degree in Finance from Texas A&M University.

Certifications