Team | Brad Rundbaken
Brad Rundbaken, a Senior Wealth Advisor, comes to Belpointe with over 15 years of professional experience in the financial community. Brad works with clients to implement customized retirement plan portfolios that focus on tactical strategies that will reduce risk and protect capital. The cornerstone of Brad’s planning philosophy is a business plan for life that integrates cash flow management, investment positioning, estate preservation and tax planning. Brad has extensive knowledge in technical analysis and has used this skill to help clients tactically manage their investment options in their 401(k) plans.
Relevant Experience: Brad began his investment career with First Union Securities Private Client Group. Brad also has extensive real estate experience and ran a consulting business focused on performing research and feasibility studies for builders, developers, hedge funds and investors. From 2005 to 20012 he served as Principal of Diversified Resource Group, which worked on a water storage project to help minimize the impact of droughts in the state of California.
Education: Brad holds a BS in Business Administration from the College of Charleston. He has passed the Series 65, 63 and 7 exams and is a licensed insurance agent.
Personal: Brad enjoys kite boarding, snow skiing, reading and exercising.