Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
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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, TX
12.2013

Associate of Business Administration - General Business

Paris Junior College
Paris, TX
05.2011

High School Diploma -

Stephenville High School
Stephenville, TX
05.2009

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
Bradley Picha