Meet Our Founder

Bradford B. Brown,  CLU®, ChFC® 

Financial Adviser

CA Insurance Lic. #0467251

Brad is the principal and founder of Brown Financial & Insurance Services. He founded the firm in 1973. Brad specializes in developing client relationships and helping his clients create estate and businesses, wealth management and financial plans that grow with them. Brad has developed an excellent ability to assist his clients in identify what is really important and help them toward success.

Brad is a member of the National Association of Insurance and Financial Advisors (NAIFA), as well as the Society of Financial Professionals (SFSP).

Brad graduated from the University of the Pacific in 1971, with a degree in Civil Engineer Management. Prior to starting Brown Financial & Insurance Services, he spent two years working as a real estate agent in the Bay Area. Brad is married to Diane, and is the proud father of eight children, 27 grandchildren and three great grandchildren. In his off time, he enjoys spending time with his family, reading, and attending plays and musicals.


What it means to have a fiduciary acting on your behalf

SMRU# 1730201