C. Bradley Bond, financial advisor Greensburg PA

C. Bradley Bond

CRD Number: 2790023
Current Firm: C.b. Bond Financial Planning, Inc.

Brad Bond (CRD# 2790023) is an Investment Advisor Representative working at C.B. Bond Financial Planning, Inc. in Export, PA, a suburb of Pittsburgh.  He has over 19 years of experience in the finance industry.  Mr. Bond has taken additional exams to become a Certified Financial Planner (CFP®) Practitioner. CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, and comply with the Financial Planning Practice Standards.

 

Brad works with individuals and families from various life stages, including:

 

  • Those just starting out
  • Mid-career families
  • Retirees and pre-retirees
  • Those with special circumstances such as death or divorce, inheritance, or career changes.

There are no minimum income or asset levels to become a client.  He is a fiduciary, and receives no third party compensation.  He offers one-time as well as ongoing engagements. 

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Professional Designations
Company Name Location Dates Years
C. B. Bond Financial Planning, Inc. Murrysville, PA Apr 1996 - Current 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for C. Bradley Bond
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC, PA, TX

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