Brad Hartzel

CFP®, CWS®

Brad Hartzel

Here to act in your best interests

About me

Being a financial planner gives me the opportunity to help steer my clients down the right path as they pursue their financial goals, like saving for their family home, investing for college tuition and preparing for a secure retirement. Outside of work, I’m usually doing one of three things: spending time with my kids, enjoying the outdoors, or cheering on the Ravens.

Certifications

CERTIFIED FINANCIAL PLANNER™

Certified Wealth Strategist®

Education

Bachelor of Arts, Business Management - Washington College

Visit one of our Locations

Baltimore I - Howard County MD

6031 University Boulevard

Suite 150

Ellicott City, MD 21043

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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