Brady Wealth Management is locally owned and operated by Brady and Erin Schmidt. Brady, who is President of Brady Wealth Management, Inc., has more than 22 years serving retirees and their retirement planning needs. In addition to being an insurance and financial professional, licensed by the California Department of Insurance (License # 0632846), Brady is also a member of the Society of Certified Retirement Financial Advisors and the Association of Chartered Senior Financial Planners. Erin Schmidt is an Investment Adviser Rep. and Insurance & Financial Advisor and co-owner of the firm (CRD #6647841 and CA DOI #0L07961. Erin is a member of the National Ethics Association in good standing as well.
Accounting, Agreed Upon Procedures, Audits, Bankruptcies, Business Consulting, Business Entity Selection, Buying & Selling a Business, Estates & Trusts, Expert Witness Services, Financial Forecasts & Projections, Financial Planning, Financial Statement Compilations, IRS Representation, International Tax Planning & Compliance, Investment Review, Litigation Support, Management Advisory Services, Pension & Profit Sharing Plans, Retirement Planning, Reviews, Tax Planning and Preparation
Before becoming the Director for the Luxury Homes Division for Keller Williams - Santa Barbara, Jon was a member of Coldwell Banker's Presidents Circle for over 10 years, placing him among the top 10% of all Realtors Internationally. Jon holds a Bachelor of Arts in Political Science from the University of California at Santa Barbara and Associate of Arts in Real Estate, Law & Society, Liberal Arts, & Political Science. Jon returned back to UCSB for post graduate work to earn his Professional Financial Planner credential. He did this solely for the benefit of his clients. As the Real Estate market here in Santa Barbara and the surrounding area continues to change, he finds himself in the unique position of being able to assist his clients with their financial goals and point them in the right direction for their fiscal needs. Jon is a 3rd Generation Realtor and was mentored in Real Estate by his grandparents who, as successful brokers for over 35 years.
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients' best interests are the driving force in the relationship.
Closed now
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Closed now
At Monarch Wealth Strategies, our Santa Barbara office offers a personalized wealth management experience for affluent families and individuals. We take a team-focused approach to financial planning, providing tailored advice that prioritizes long-term relationships and trust. Our commitment is to deliver a high-touch, collaborative service that meets the unique needs of each client.
