C. Bradley Bond, CFP®, CFA® C. B. Bond Financial Planning, Inc.

About C. Bradley Bond, CFP®, CFA®, AIF®, EA

I have been providing financial planning and investment advisory services to individuals and families for over 20 years. Over that time I have developed expertise with four key groups that have become the focus of my practice:

– Established families facing increasing financial complexities and
competing priorities as children and careers grow

– Travel nurses and other workers living and working in multiple states. My
wife is a travel nurse and we are full-time RVers

– Widows and widowers

– Families considering career changes, or experiencing sudden wealth, such
as through inheritance.

I joined XY Planning Network because the effect of good decisions is especially magnified for younger clients. Starting off right and making small changes sooner is much easier than having to make large, uncomfortable changes later.

I value education, and I value being a fiduciary to my clients. I have invested in the credentials and continuing education that provide a solid base of knowledge for what I do:

CERTIFIED FINANCIAL PLANNER™ Practitioner
Chartered Financial Analyst®
Accredited Investment Fiduciary®
Enrolled to practice before Internal Revenue Service

In addition to my financial planning practice, I have served as an expert witness in securities arbitration cases.

Outside of work, I enjoy fitness and outdoor activities including hiking, cycling, and sailing.

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Recently Published

SECURE Act Brings Sweeping Changes to Retirement Planning

January 24, 2020

The closing days of 2019 brought sweeping changes to retirement planning with passage of the SECURE Act (Setting Every Community Up for Retirement Enhancement). Key provisions of this act include: Changing the Required Beginning Date for distributions from most qualified retirement accounts to April 1 of the year after the participant reaches age 72 (up […]

The post SECURE Act Brings Sweeping Changes to Retirement Planning appeared first on C.B. Bond Financial Planning, Inc..

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Estate Planning for Digital Assets

August 31, 2018

The post Estate Planning for Digital Assets appeared first on C.B. Bond Financial Planning, Inc..

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Some Key Changes Under the Tax Cut and Jobs Act of 2017

March 8, 2018

The Tax Cut and Jobs Act of 2017 (TCJA) became effective January 1, 2018. The big changes apply to corporations and business owners, but there were small reductions in tax rates for individuals also, which have been well-publicized. There are some other key changes that are important but less widely known. Some of these are […]

The post Some Key Changes Under the Tax Cut and Jobs Act of 2017 appeared first on C.B. Bond Financial Planning, Inc..

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Ideal Clients

  • Gen X
  • Mid-Career Professionals
  • Travel Enthusiasts
  • Widow/Widower

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $2,500+/engagement

SEC Records

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