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.
Website: bradywealthmanagement.com
Phone: (805) 845-4847
Cross Streets: Near the intersection of E Mission St and W Mission St/State St
Closed now
- Fri 10:00 AM - 3:00 PM
7 E Mission St Santa Barbara, CA 93101 ·2260.08 mi
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Reviews
yelpHaving had unsatisfactory experiences with several Investment Companies, It is a real pleasure working with The Brady Team and knowing that my retirement money is Safe. God Bless You' all Ms....
MoreIf you want peace of mind about your retirement investment call Brady Schmidt. I have listened to Brady's radio show for several years and I was impressed to hear of the products that he has to...
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