C.b. Bond Financial Planning, Inc.

C.b. Bond Financial Planning, Inc. (CRD# 117765) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at C.b. Bond Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
C. Bradley Bond
CRD#: 2790023
5808 Glenwood Ct., Export, PA 15632
103
Wealthminder
score

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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Disclosure
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