Bradley Picha
Waxahachie,TX
Summary
Accomplished Financial Planner with a proven track record at Quantum Financial Strategies and Fitzpatrick Group, excelling in strategic financial planning and leadership. Spearheaded initiatives that significantly increased revenue and client loyalty through innovative business strategies and exceptional client service. Expert in comprehensive financial planning and team development, demonstrating visionary leadership and problem-solving skills.
Overview
11
11
years of professional experience
Work History
Owner, Financial Planner
Quantum Financial Strategies
04.2021 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Developed referral only practice.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Hired and trained employees to perform daily business functions.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Client focus in comprehensive financial planning focusing on cash flow.
- Specialized in investment accounts, cash management accounts, life insurance, disability, long-term care, annuities, student loan strategies, estate planning, business planning, and debt management.
Manager, Financial Planner
Fitzpatrick Group
06.2020 - 03.2021
- Recruited, hired and trained a team of advisors.
- Ran entire Dallas location of The Fitzpatrick Group (Main office is in Houston).
- Assessed, evaluated, and implemented comprehensive financial planning strategies for clients.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Areas of focus for clients included investment accounts, cash management accounts, life insurance, disability, long-term care, annuities, student loan strategies, estate planning, business planning, and debt management.
Financial Advisor
AXA Advisors (Equitable Advisors)
04.2015 - 06.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Recruited and trained new advisors.
- Developed and improved current systems and processes of doing business for team of advisors.
General Manager
Athletes Sports Training
01.2014 - 01.2015
- Developed and implemented strategies to increase sales and profitability.
- Formulated policies and procedures to streamline operations.
- Ran and operated business of training facility.
- Managed business and financial side of the youth baseball organization side that consisted of 15 teams.
- Organized and assisted in running tournaments across the nation.
Education
BBA - Entrepreneurship & Finance
Lamar University
Beaumont, TX12.2013
Associate of Business Administration - General Business
Paris Junior College
Paris, TX05.2011
High School Diploma -
Stephenville High School
Stephenville, TX05.2009
Skills
- Visionary
- Strategic Financial Planning
- Problem Solving
- Small Business Operations
- Leadership and Training
- Business Management
- Verbal and Written Communication
- Client Service and Loyalty
Accomplishments
- Million Dollar Round Table (MDRT) Qualifier (2021, 2022, & 2023)
- Infinite Banking Concepts Authorized Practitioner
- 2021 1st Place Winner of "Best of Ellis County" - Best Financial Advisor/Consultant
- Waxahachie Chamber of Commerce
- Mansfield Chamber of Commerce and Rotary Club
- Mansfield Education Foundation
Timeline
Owner, Financial Planner
Quantum Financial Strategies
04.2021 - Current
Manager, Financial Planner
Fitzpatrick Group
06.2020 - 03.2021
Financial Advisor
AXA Advisors (Equitable Advisors)
04.2015 - 06.2020
General Manager
Athletes Sports Training
01.2014 - 01.2015
BBA - Entrepreneurship & Finance
Lamar University
Associate of Business Administration - General Business
Paris Junior College
High School Diploma -
Stephenville High School
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