Brad Brescia is a CERTIFIED FINANCIAL PLANNER^® professional who joined the firm in 2023. Since joining the financial planning industry in 2009, he has worked in a variety of roles and brings expertise in the areas of complex financial and estate planning, trust creation and administration, insurance planning, retirement preparation and transition, business succession, and multi-generational planning. He currently serves on the board of the Financial Planning Association of Central Florida and is actively involved in his church. Brad considers it the honor of his life to be a loving husband to his wife and father to their two boys.