Brad works in our Georgia office, which is located at 6530 Wedgewood Chase, Suwanee, GA 30024.
With nearly three decades of experience in the financial planning profession, Brad Burnett brings a well-rounded approach when addressing the needs of his diverse client base. Brad is a “student” of the financial profession, acknowledging that in today’s ever-changing world, continuing education is a must. He maintains several investment/securities related licenses, including the series 6, 7, 26, 63, and 65. In addition, he holds life, health, accident and variable insurance licenses, as well as a real estate license. This breadth of experience affords Brad the opportunity to explore a multitude of financial offerings when addressing the varying needs of his clients.
Brad draws upon his education when crafting individualized financial plans for his clients, who include retirees, business owners, and parents of students who are seeking strategic college planning guidance. Brad has had the privilege of speaking at numerous educational sessions throughout the United States and Canada on topics ranging from college planning for parents of high school students to retirees facing concerns about outliving their income. His core planning belief is simple – “a more educated client is better equipped to make smarter decisions about their personal financial situation.”
Prior to starting Freedom Financial Services, Brad was in the corporate world playing a vital role on the executive management team. He also owned his own accounting and tax practice. He draws upon his experience from the tax world when looking at his client’s plans, focusing not just on what you make, but also what you get to keep.
While Brad is a native son to Michigan, he has resided in the Atlanta, Georgia area since 1985. He is an active member of the Knights of Columbus and the National Association of Insurance and Financial Advisors (NAIFA). Brad resides with his wife in Suwanee, Georgia, a suburb of Atlanta. They have two married daughters and four grandchildren who also live in the Atlanta area.