Bradley H. Bofford, CLU, ChFC
Managing Partner
Helping people make the right financial decisions is certainly not new to Brad Bofford. Having been in the financial services industry for his entire career (beginning with a college internship for Raymond James in 1992), Brad brings an independent approach to his planning. In 1998 he led in creating Financial Principles LLC, a Fairfield-based independent financial advisory and wealth management firm. Brad specializes in providing comprehensive financial planning, retirement planning and asset management services.
As a Wealth Advisor for successful business owners and the affluent in the Greater New York City metropolitan area, Brad advises clients in addressing complex financial challenges in order to enjoy financial independence. Our approach in the planning is in a clear, concise, and simplified manner. Brad uses a consultative process consisting of Wealth Management, Advanced Planning, and Client Relationship Management.
Recognized as a Qualifying Life Member since 1995 of the prestigious Million Dollar Round Table, “The Premier Association of Financial Professionals®”, to date Brad has achieved ten Court of the Table and three Top of the Table qualifications. He received a Bachelor of Arts degree in International Relations from the University of Delaware in Newark, and went on to fulfill the requirements to become a Chartered Financial Consultant® and Chartered Life Underwriter® through the American College in Bryn Mawr, PA.
Being an established leader in the financial services industry, Brad has been a media resource for such publications as Dow Jones, BusinessWeek, Investment News, Financial Planning Magazine, Research Magazine, and New Jersey Business News. He has also been a featured speaker on “Your Financial Health Show” on WVNJ 1160 AM. Brad, his wife Lauren and the 2 daughters have been a resident of Bergen County since 2003.
We would be happy to explore whether or not we would be the right firm to add value to your unique financial situation. Please contact 973-582-1000 to schedule a discovery meeting with Brad Bofford.
About Financial Principles, LLC
Financial Principles understands the importance of planning – whether it’s for retirement, saving for college or even charitable giving. We focus on your financial independence by using a consultative process in order to deliver a world class wealth management experience. The process consists of Wealth Management, Advanced Planning and Client Relationship Management. We work with a select number of clients to whom we seek to deliver extraordinary value, assisting them in making intelligent financial decisions so that they may live with confidence and retire with financial independence.
We work with successful small business owners, retirees, widows, executives and the affluent in the Northern New Jersey – Greater New York City metropolitan area. We are a comprehensive and fully independent financial services firm.
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Financial Principles, LLC and Securities America, Inc are not affiliated.