Moneta Financial Planning Inc. - Sherwood Park
About Moneta Financial Planning Inc.
Brad is President and principal owner of Moneta Financial Planning Inc. More importantly, he is an ardent financial planner and trusted advisor for Moneta’s clients. Licensed since 1996, he holds the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. In today’s evolving marketplace, continuing education is not an option, it is a necessity. Being a business owner allows Brad the ability to sit at the table and understand the issues his corporate clients face. His ability to listen and truly understand his client’s needs enables the joint creation of a client owned financial plan.
Most important to Brad though, are his wife, Terri, and daughter, Jada. Whether coaching sports or exploring the world, having his family by his side is his greatest blessing.
Contact Moneta Financial Planning Inc.
| Address : | 150 Chippewa Rd #268, Sherwood Park, AB T8A 6A2, Canada |
| Phone : | 📞 +789 |
| Postal code : | 8 |
| Website : | http://monetaplanning.com/ |
| Categories : | |
| City : | A |
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