Bradley C. Barnes

Background

About Bradley C. Barnes

Brad has always strived to “get it right!” Looking after the best interest of others is part of his DNA. The term “fiduciary” describes the intersection of Brad’s interests, gifts, heart and motivation. He says that helping his clients best position their assets is the “high calling that I covet.” A finance class at the University of Southern California (USC) ignited Brad’s passion for wealth management. After graduating from USC’s Marshall School of Business with a BS in finance in 1980, he began his 40-year career at EFHutton & Company, which later became Lehman Brothers, Smith Barney and Morgan Stanley. He first served as an account executive, then quickly became one of the firm’s top advisors. He was asked to serve as trustee for the multi-billion-dollar Kern County Employee’s Retirement Association, where he served as chairman of the board. Brad is a CERTIFIED FINANCIAL PLANNER™ professional; a former Certified Investment Management Analyst through the University of Pennsylvania, The Wharton School; and a Certified Kingdom Advisor. Brad has served as president of the Estate Planning Council of Bakersfield and of KCERA Property, Inc. Earlier he was an ordinary seaman at the Woods Hole Oceanographic Institution aboard the Alcoa Seaprobe and a core hand a Reese Sales, Inc. He has served as president of Southern Sierra Council Boy Scouts of America and chairman of Kern County Youth for Christ. Brad is thrilled to bring his family together to create a legacy to support the Bakersfield community and beyond with advice solely in the clients’ best interest.