Meet the Team
Brad Herman
Associate Advisor
Brad joined Centara Capital Management Group, Inc. in July 2006 as an Associate Advisor and specializes in portfolio analysis and the development of comprehensive financial plans. He also has experience in advanced estate planning, advanced tax planning and wealth management.
Brad utilizes Centara’s team approach to managing wealth by listening to his clients’ needs to establish financial goals, define risk tolerance, develop a comprehensive financial analysis and monitor ongoing results. Brad assists clients in bringing their most trusted advisors together, working as one team, helping make life’s most important financial decisions.
Brad is frequent attendee of a wide range of professional groups and organizations in San Diego, assisting Centara Capital in establishing themselves as one of the premier providers of wealth management and advanced estate and tax planning in San Diego. In his free time, Brad enjoys traveling, golfing, attending professional sporting events, snowboarding.
Professional Designations & Licenses:
- Investment Advisor Representative
- California Life and Health Insurance License
- Registered Representative with Centara Capital Securities
Education:
- 2006 San Diego State University, B.S., Business Administration, Finance
- 2006 San Diego State University, Certificate, Personal Financial Planning